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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$34.99
Change-$0.31 (-0.88%)
VolumeN/A
Net Assets13.31B
MFS New Discovery Value R2
Price$17.16
Change-$0.19 (-1.10%)
VolumeN/A
Net Assets2.78B
DFFVX vs NDVSX Comparison Chart in %
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DFFVX vs. NDVSX commentary
Aug 17, 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 Hold and NDVSX is a Buy.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NDVSX (2.78B). DFFVX pays higher dividends than NDVSX: DFFVX (1.62) vs NDVSX (1.10). 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 : 8.01 vs. NDVSX (-4.55). DFFVX return over 5 years is better than : 91.20 vs. NDVSX (29.46).
| 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 | 2.742 | -3.542 | -77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.78B | 478% |
| Annual Yield % from dividends | 1.62 | 1.10 | 148% |
| Returns for 1 year | 8.01 | -4.55 | -176% |
| Returns for 3 years | 20.63 | -4.79 | -431% |
| Returns for 5 years | 91.20 | 29.46 | 310% |
| Returns for 10 years | 66.57 | 37.34 | 178% |
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