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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$16.93
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.67B
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Dec 28, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. NDVAX (2.67B). NDVAX pays higher dividends than VSCAX: NDVAX (1.27) vs VSCAX (0.31). NDVAX was incepted earlier than VSCAX: NDVAX (15 years) vs VSCAX (27 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 : 8.71 vs. NDVAX (-6.85). VSCAX return over 5 years is better than : 66.73 vs. NDVAX (5.13).
| 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 | 27 years | - |
| Gain YTD | -5.915 | 9.911 | -60% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 8.33B | 32% |
| Annual Yield % from dividends | 1.27 | 0.31 | 415% |
| Returns for 1 year | -6.85 | 8.71 | -79% |
| Returns for 3 years | 3.69 | 49.46 | 7% |
| Returns for 5 years | 5.13 | 66.73 | 8% |
| Returns for 10 years | 45.40 | 59.02 | 77% |
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