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DFFVX vs NDVSX
DFFVX vs NDVSX Comparison
Open Charts DFFVX vs NDVSX
DFA US Targeted Value I
Price$35.75
Change+$0.54 (+1.53%)
VolumeN/A
Net Assets13.52B
MFS New Discovery Value R2
Price$17.45
Change+$0.29 (+1.69%)
VolumeN/A
Net Assets2.7B
DFFVX vs NDVSX Comparison Chart in %
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DFFVX vs. NDVSX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.5B vs. NDVSX (2.7B). DFFVX pays higher dividends than NDVSX: DFFVX (1.68) vs NDVSX (1.05). 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 : 2.47 vs. NDVSX (-9.96). DFFVX return over 5 years is better than : 91.09 vs. NDVSX (30.88).
| 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 | 3.910 | -3.542 | -110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.5B | 2.7B | 500% |
| Annual Yield % from dividends | 1.68 | 1.05 | 160% |
| Returns for 1 year | 2.47 | -9.96 | -25% |
| Returns for 3 years | 34.38 | 7.64 | 450% |
| Returns for 5 years | 91.09 | 30.88 | 295% |
| Returns for 10 years | 73.97 | 41.45 | 178% |
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