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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$17.22
Change-$0.28 (-1.60%)
VolumeN/A
Net Assets2.66B
Invesco Small Cap Value A
Price$25.68
Change-$0.60 (-2.28%)
VolumeN/A
Net Assets7.75B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX 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 NDVAX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.75B vs. NDVAX (2.66B). NDVAX pays higher dividends than VSCAX: NDVAX (1.30) 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 (1.10). 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 : -0.35 vs. NDVAX (-12.04). VSCAX return over 5 years is better than : 90.72 vs. NDVAX (20.85).
| NDVAX | VSCAX | NDVAX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 1.10 | 111% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -2.747 | 11.782 | -23% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.66B | 7.75B | 34% |
| Annual Yield % from dividends | 1.30 | 0.32 | 408% |
| Returns for 1 year | -12.04 | -0.35 | 3,443% |
| Returns for 3 years | -0.01 | 36.18 | -0% |
| Returns for 5 years | 20.85 | 90.72 | 23% |
| Returns for 10 years | 47.28 | 46.42 | 102% |
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