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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$17.72
Change+$0.14 (+0.80%)
VolumeN/A
Net Assets2.75B
Invesco Small Cap Value A
Price$28.51
Change+$2.43 (+9.32%)
VolumeN/A
Net Assets9.42B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Feb 04, 2026
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: 9.42B vs. NDVAX (2.75B). NDVAX pays higher dividends than VSCAX: NDVAX (0.99) vs VSCAX (0.23). 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 : 18.26 vs. NDVAX (-1.37). VSCAX return over 5 years is better than : 68.92 vs. NDVAX (5.18).
| 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 | 6.683 | 12.643 | 53% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 9.42B | 29% |
| Annual Yield % from dividends | 0.99 | 0.23 | 430% |
| Returns for 1 year | -1.37 | 18.26 | -8% |
| Returns for 3 years | -1.62 | 51.27 | -3% |
| Returns for 5 years | 5.18 | 68.92 | 8% |
| Returns for 10 years | 71.23 | 108.32 | 66% |
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