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NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$17.88
Change+$0.14 (+0.79%)
VolumeN/A
Net Assets2.79B
Vanguard Small Cap Value Index Admiral
Price$87.39
Change+$0.46 (+0.53%)
VolumeN/A
Net Assets55.61B
NDVAX vs VSIAX Comparison Chart in %
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NDVAX vs. VSIAX commentary
Jul 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 Buy and VSIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. NDVAX (2.79B). VSIAX pays higher dividends than NDVAX: VSIAX (2.11) vs NDVAX (1.59). NDVAX was incepted earlier than VSIAX: NDVAX (14 years) vs VSIAX (14 years). NDVAX (1.22) is less costly to investors than VSIAX (0.07). NDVAX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). NDVAX has a lower initial minimum investment than VSIAX: NDVAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 5.59 vs. NDVAX (-2.98). VSIAX return over 5 years is better than : 88.99 vs. NDVAX (38.85).
| NDVAX | VSIAX | NDVAX / VSIAX | |
| Total Expense Ratio | 1.21 | 0.07 | 1,729% |
| Annual Report Gross Expense Ratio | 1.22 | 0.07 | 1,743% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -0.722 | 2.904 | -25% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 55.6B | 5% |
| Annual Yield % from dividends | 1.59 | 2.11 | 75% |
| Returns for 1 year | -2.98 | 5.59 | -53% |
| Returns for 3 years | 2.00 | 31.08 | 6% |
| Returns for 5 years | 38.85 | 88.99 | 44% |
| Returns for 10 years | 44.99 | 102.83 | 44% |
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