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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$16.03
Change-$0.18 (-1.11%)
VolumeN/A
Net Assets2.78B
Vanguard Small Cap Value Index Admiral
Price$87.20
Change-$0.61 (-0.69%)
VolumeN/A
Net Assets56.44B
NDVBX vs VSIAX Comparison Chart in %
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NDVBX vs. VSIAX commentary
Aug 17, 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: 56.4B vs. NDVBX (2.78B). VSIAX pays higher dividends than NDVBX: VSIAX (2.07) vs NDVBX (0.56). NDVBX was incepted earlier than VSIAX: NDVBX (14 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 : 6.63 vs. NDVBX (-5.50). VSIAX return over 5 years is better than : 76.57 vs. NDVBX (23.61).
| 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 | 14 years | 14 years | - |
| Gain YTD | -4.069 | 2.680 | -152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 56.4B | 5% |
| Annual Yield % from dividends | 0.56 | 2.07 | 27% |
| Returns for 1 year | -5.50 | 6.63 | -83% |
| Returns for 3 years | -7.33 | 19.32 | -38% |
| Returns for 5 years | 23.61 | 76.57 | 31% |
| Returns for 10 years | 26.86 | 99.65 | 27% |
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