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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$35.84
Change+$0.10 (+0.28%)
VolumeN/A
Net Assets13.48B
MFS New Discovery Value R2
Price$17.26
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.66B
DFFVX vs NDVSX Comparison Chart in %
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DFFVX vs. NDVSX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. NDVSX (2.66B). DFFVX pays higher dividends than NDVSX: DFFVX (1.72) vs NDVSX (1.07). 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 : -0.18 vs. NDVSX (-12.30). DFFVX return over 5 years is better than : 79.20 vs. NDVSX (20.48).
| 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 | 5.769 | -2.980 | -194% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 2.66B | 507% |
| Annual Yield % from dividends | 1.72 | 1.07 | 161% |
| Returns for 1 year | -0.18 | -12.30 | 1% |
| Returns for 3 years | 25.69 | -0.08 | -30,959% |
| Returns for 5 years | 79.20 | 20.48 | 387% |
| Returns for 10 years | 80.67 | 45.48 | 177% |
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