Interact to see
Advertisement
Advertisement
NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$18.11
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets2.88B
Invesco Small Cap Value A
Price$25.30
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets7.33B
NDVAX vs VSCAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVAX vs. VSCAX 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.33B vs. NDVAX (2.88B). NDVAX pays higher dividends than VSCAX: NDVAX (1.26) vs VSCAX (0.32). NDVAX was incepted earlier than VSCAX: NDVAX (14 years) vs VSCAX (26 years). NDVAX (1.22) is less costly to investors than VSCAX (1.12). 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 : 12.12 vs. NDVAX (-1.00). VSCAX return over 5 years is better than : 116.87 vs. NDVAX (37.96).
| NDVAX | VSCAX | NDVAX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.12 | 108% |
| Annual Report Gross Expense Ratio | 1.22 | 1.12 | 109% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 0.865 | 7.614 | 11% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 7.33B | 39% |
| Annual Yield % from dividends | 1.26 | 0.32 | 388% |
| Returns for 1 year | -1.00 | 12.12 | -8% |
| Returns for 3 years | 10.47 | 46.81 | 22% |
| Returns for 5 years | 37.96 | 116.87 | 32% |
| Returns for 10 years | 51.05 | 36.89 | 138% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement