Interact to see
Advertisement
Advertisement
DFFVX vs NDVTX
DFFVX vs NDVTX Comparison
Open Charts DFFVX vs NDVTX
MFS New Discovery Value R3
Price$17.26
Change-$0.28 (-1.60%)
VolumeN/A
Net Assets2.66B
DFFVX vs NDVTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
DFFVX vs. NDVTX 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 NDVTX is a Hold.
FUNDAMENTALS
Fundamentals
DFFVX has more cash in the bank: 13.3B vs. NDVTX (2.66B). DFFVX pays higher dividends than NDVTX: DFFVX (1.72) vs NDVTX (1.33). DFFVX was incepted earlier than NDVTX: DFFVX (26 years) vs NDVTX (14 years). NDVTX (1.22) is less costly to investors than DFFVX (0.30). NDVTX is a more actively managed with annual turnover of: 34.00 vs. DFFVX (7.00). DFFVX (0) and NDVTX (0) have matching initial minimum investment requirements. DFFVX annual gain was more profitable for investors over the last year : -0.18 vs. NDVTX (-12.03). DFFVX return over 5 years is better than : 79.20 vs. NDVTX (22.39).
| DFFVX | NDVTX | DFFVX / NDVTX | |
| Total Expense Ratio | 0.29 | 1.21 | 24% |
| Annual Report Gross Expense Ratio | 0.30 | 1.22 | 25% |
| Fund Existence | 26 years | 14 years | - |
| Gain YTD | 5.769 | -2.739 | -211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.3B | 2.66B | 500% |
| Annual Yield % from dividends | 1.72 | 1.33 | 129% |
| Returns for 1 year | -0.18 | -12.03 | 2% |
| Returns for 3 years | 25.69 | 0.87 | 2,947% |
| Returns for 5 years | 79.20 | 22.39 | 354% |
| Returns for 10 years | 80.67 | 49.92 | 162% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement