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NDVCX vs VISVX
NDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVX
MFS New Discovery Value C
Price$16.37
Change+$0.13 (+0.80%)
VolumeN/A
Net Assets2.79B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Jul 27, 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 Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. NDVCX (2.79B). 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 (1.97) 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 : 5.54 vs. NDVCX (-4.09). VISVX return over 5 years is better than : 88.78 vs. NDVCX (31.98).
| NDVCX | VISVX | NDVCX / VISVX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -1.147 | 2.868 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 55.6B | 5% |
| Annual Yield % from dividends | 0.84 | 1.99 | 42% |
| Returns for 1 year | -4.09 | 5.54 | -74% |
| Returns for 3 years | -0.92 | 30.99 | -3% |
| Returns for 5 years | 31.98 | 88.78 | 36% |
| Returns for 10 years | 31.77 | 102.36 | 31% |
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