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NDVAX vs VISVX
NDVAX vs VISVX Comparison
Open Charts NDVAX vs VISVX
MFS New Discovery Value A
Price$18.11
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Value Index I
Price$50.57
Change+$0.21 (+0.42%)
VolumeN/A
Net Assets59.22B
NDVAX vs VISVX Comparison Chart in %
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NDVAX vs. VISVX 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 NDVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. NDVAX (2.88B). VISVX pays higher dividends than NDVAX: VISVX (1.86) vs NDVAX (1.26). NDVAX was incepted earlier than VISVX: NDVAX (14 years) vs VISVX (27 years). NDVAX (1.22) is less costly to investors than VISVX (0.19). NDVAX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVAX has a lower initial minimum investment than VISVX: NDVAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 10.19 vs. NDVAX (-1.00). VISVX return over 5 years is better than : 86.20 vs. NDVAX (37.96).
| NDVAX | VISVX | NDVAX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 0.865 | 6.665 | 13% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 59.2B | 5% |
| Annual Yield % from dividends | 1.26 | 1.86 | 68% |
| Returns for 1 year | -1.00 | 10.19 | -10% |
| Returns for 3 years | 10.47 | 36.58 | 29% |
| Returns for 5 years | 37.96 | 86.20 | 44% |
| Returns for 10 years | 51.05 | 117.42 | 43% |
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