NDVCX
Price
$16.37
Change
+$0.13 (+0.80%)
Updated
Jul 25 closing price
Net Assets
2.79B
VISVX
Price
$48.77
Change
+$0.25 (+0.52%)
Updated
Jul 25 closing price
Net Assets
55.61B
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NDVCX vs VISVX

Header iconNDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVXBanner chart's image
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.

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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).
NDVCXVISVXNDVCX / VISVX
Total Expense Ratio1.960.191,032%
Annual Report Gross Expense Ratio1.970.191,037%
Fund Existence14 years27 years-
Gain YTD-1.1472.868-40%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.79B55.6B5%
Annual Yield % from dividends0.841.9942%
Returns for 1 year-4.095.54-74%
Returns for 3 years-0.9230.99-3%
Returns for 5 years31.9888.7836%
Returns for 10 years31.77102.3631%
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