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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$16.47
Change+$0.20 (+1.23%)
VolumeN/A
Net Assets2.69B
Vanguard Small Cap Value Index Admiral
Price$91.20
Change+$0.97 (+1.08%)
VolumeN/A
Net Assets58.35B
NDVBX vs VSIAX Comparison Chart in %
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NDVBX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. NDVBX (2.69B). VSIAX pays higher dividends than NDVBX: VSIAX (1.97) vs NDVBX (0.53). NDVBX was incepted earlier than VSIAX: NDVBX (15 years) vs VSIAX (14 years). NDVBX (1.97) is less costly to investors than VSIAX (0.07). NDVBX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). NDVBX has a lower initial minimum investment than VSIAX: NDVBX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : -0.40 vs. NDVBX (-12.55). VSIAX return over 5 years is better than : 54.28 vs. NDVBX (7.76).
| NDVBX | VSIAX | NDVBX / VSIAX | |
| Total Expense Ratio | 1.96 | 0.07 | 2,800% |
| Annual Report Gross Expense Ratio | 1.97 | 0.07 | 2,814% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | -1.436 | 7.497 | -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 | 1.97 | 27% |
| Returns for 1 year | -12.55 | -0.40 | 3,159% |
| Returns for 3 years | -2.49 | 27.39 | -9% |
| Returns for 5 years | 7.76 | 54.28 | 14% |
| Returns for 10 years | 34.42 | 114.74 | 30% |
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