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NDVCX vs VISVX
NDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVX
MFS New Discovery Value C
Price$16.17
Change+$0.20 (+1.25%)
VolumeN/A
Net Assets2.75B
Vanguard Small Cap Value Index I
Price$54.13
Change+$0.61 (+1.14%)
VolumeN/A
Net Assets59.85B
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Jan 16, 2026
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 Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.8B vs. NDVCX (2.75B). VISVX pays higher dividends than NDVCX: VISVX (1.84) vs NDVCX (0.34). NDVCX was incepted earlier than VISVX: NDVCX (15 years) vs VISVX (28 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 : 11.96 vs. NDVCX (-3.29). VISVX return over 5 years is better than : 52.85 vs. NDVCX (-0.93).
| 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 | 15 years | 28 years | - |
| Gain YTD | 6.874 | 6.555 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 59.8B | 5% |
| Annual Yield % from dividends | 0.34 | 1.84 | 19% |
| Returns for 1 year | -3.29 | 11.96 | -28% |
| Returns for 3 years | -1.19 | 35.84 | -3% |
| Returns for 5 years | -0.93 | 52.85 | -2% |
| Returns for 10 years | 55.66 | 164.19 | 34% |
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