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NDVCX vs VISVX
NDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVX
MFS New Discovery Value C
Price$16.42
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
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Jul 06, 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 NDVCX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NDVCX (2.85B). VISVX pays higher dividends than NDVCX: VISVX (1.99) vs NDVCX (0.84). NDVCX was incepted earlier than VISVX: NDVCX (14 years) vs VISVX (27 years). NDVCX (1.95) is less costly to investors than VISVX (0.19). NDVCX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVCX has a lower initial minimum investment than VISVX: NDVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. NDVCX (3.10). VISVX return over 5 years is better than : 94.00 vs. NDVCX (35.17).
| NDVCX | VISVX | NDVCX / 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 | -0.845 | 2.024 | -42% |
| 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 | 0.84 | 1.99 | 42% |
| Returns for 1 year | 3.10 | 11.64 | 27% |
| Returns for 3 years | 1.82 | 34.76 | 5% |
| Returns for 5 years | 35.17 | 94.00 | 37% |
| Returns for 10 years | 28.61 | 96.11 | 30% |
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