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NDVBX vs VISVX
NDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVX
MFS New Discovery Value B
Price$16.47
Change+$0.20 (+1.23%)
VolumeN/A
Net Assets2.69B
Vanguard Small Cap Value Index I
Price$50.89
Change+$0.54 (+1.07%)
VolumeN/A
Net Assets58.35B
NDVBX vs VISVX Comparison Chart in %
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NDVBX vs. VISVX commentary
Dec 05, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 58.3B vs. NDVBX (2.69B). 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 : -0.42 vs. NDVBX (-12.55). VISVX return over 5 years is better than : 54.12 vs. NDVBX (7.76).
| 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 | -1.436 | 7.439 | -19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 58.3B | 5% |
| Annual Yield % from dividends | 0.53 | 1.86 | 29% |
| Returns for 1 year | -12.55 | -0.42 | 2,991% |
| Returns for 3 years | -2.49 | 27.28 | -9% |
| Returns for 5 years | 7.76 | 54.12 | 14% |
| Returns for 10 years | 34.42 | 114.16 | 30% |
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