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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$36.79
Change+$0.08 (+0.22%)
VolumeN/A
Net Assets13.95B
MFS New Discovery Value R2
Price$17.90
Change+$0.04 (+0.22%)
VolumeN/A
Net Assets2.88B
DFFVX vs NDVSX Comparison Chart in %
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DFFVX vs. NDVSX commentary
Sep 08, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is DFFVX is a Buy and NDVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.9B vs. NDVSX (2.88B). DFFVX pays higher dividends than NDVSX: DFFVX (1.50) vs NDVSX (1.03). DFFVX was incepted earlier than NDVSX: DFFVX (26 years) vs NDVSX (14 years). NDVSX (1.47) is less costly to investors than DFFVX (0.30). NDVSX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVSX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : 13.85 vs. NDVSX (-1.36). DFFVX return over 5 years is better than : 105.61 vs. NDVSX (37.34).
| DFFVX | NDVSX | DFFVX / NDVSX | |
| Total Expense Ratio | 0.29 | 1.46 | 20% |
| Annual Report Gross Expense Ratio | 0.30 | 1.47 | 20% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 8.027 | 0.617 | 1,300% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.9B | 2.88B | 483% |
| Annual Yield % from dividends | 1.50 | 1.03 | 145% |
| Returns for 1 year | 13.85 | -1.36 | -1,018% |
| Returns for 3 years | 40.17 | 10.27 | 391% |
| Returns for 5 years | 105.61 | 37.34 | 283% |
| Returns for 10 years | 83.26 | 49.08 | 170% |
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