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NDVBX vs VISVX
NDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVX
MFS New Discovery Value B
Price$15.61
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
NDVBX vs VISVX Comparison Chart in %
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NDVBX vs. VISVX commentary
Dec 26, 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 NDVBX is a Hold and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. NDVBX (2.67B). VISVX pays higher dividends than NDVBX: VISVX (1.86) vs NDVBX (0.53). NDVBX was incepted earlier than VISVX: NDVBX (15 years) vs VISVX (28 years). NDVBX (1.97) is less costly to investors than VISVX (0.19). NDVBX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVBX has a lower initial minimum investment than VISVX: NDVBX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.97 vs. NDVBX (-7.14). VISVX return over 5 years is better than : 54.60 vs. NDVBX (0.32).
| NDVBX | VISVX | NDVBX / VISVX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | -6.583 | 9.064 | -73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 59.6B | 4% |
| Annual Yield % from dividends | 0.53 | 1.86 | 29% |
| Returns for 1 year | -7.14 | 7.97 | -90% |
| Returns for 3 years | 0.98 | 37.22 | 3% |
| Returns for 5 years | 0.32 | 54.60 | 1% |
| Returns for 10 years | 33.30 | 124.17 | 27% |
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