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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$17.69
Change-$0.08 (-0.45%)
VolumeN/A
Net Assets2.68B
Invesco Small Cap Value A
Price$27.30
Change+$0.56 (+2.09%)
VolumeN/A
Net Assets7.9B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Dec 04, 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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.9B vs. NDVAX (2.68B). NDVAX pays higher dividends than VSCAX: NDVAX (1.27) vs VSCAX (0.31). NDVAX was incepted earlier than VSCAX: NDVAX (15 years) vs VSCAX (26 years). NDVAX (1.22) is less costly to investors than VSCAX (1.10). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVAX (34.00). NDVAX (6%) and VSCAX (6%) have equivalent initial investment costs. NDVAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : -0.15 vs. NDVAX (-12.59). VSCAX return over 5 years is better than : 80.13 vs. NDVAX (15.40).
| NDVAX | VSCAX | NDVAX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 1.10 | 111% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -1.247 | 13.526 | -9% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.68B | 7.9B | 34% |
| Annual Yield % from dividends | 1.27 | 0.31 | 415% |
| Returns for 1 year | -12.59 | -0.15 | 8,211% |
| Returns for 3 years | -0.46 | 35.94 | -1% |
| Returns for 5 years | 15.40 | 80.13 | 19% |
| Returns for 10 years | 46.26 | 42.28 | 109% |
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