Interact to see
Advertisement
Advertisement
NDVBX vs VISVX
NDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVX
MFS New Discovery Value B
Price$16.57
Change+$0.09 (+0.55%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NDVBX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVBX vs. VISVX commentary
Jul 07, 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 StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NDVBX (2.85B). VISVX pays higher dividends than NDVBX: VISVX (1.99) vs NDVBX (0.76). NDVBX was incepted earlier than VISVX: NDVBX (14 years) vs VISVX (27 years). NDVBX (1.95) 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 : 11.64 vs. NDVBX (3.13). VISVX return over 5 years is better than : 94.00 vs. NDVBX (35.60).
| NDVBX | VISVX | NDVBX / VISVX | |
| Total Expense Ratio | 1.94 | 0.19 | 1,021% |
| Annual Report Gross Expense Ratio | 1.95 | 0.19 | 1,026% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -0.838 | 2.024 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 54B | 5% |
| Annual Yield % from dividends | 0.76 | 1.99 | 38% |
| Returns for 1 year | 3.13 | 11.64 | 27% |
| Returns for 3 years | 2.01 | 34.76 | 6% |
| Returns for 5 years | 35.60 | 94.00 | 38% |
| Returns for 10 years | 29.41 | 96.11 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers