NDVCX
Price
$15.43
Change
+$0.03 (+0.19%)
Updated
Dec 24 closing price
Net Assets
2.67B
VISVX
Price
$51.66
Change
+$0.17 (+0.33%)
Updated
Dec 24 closing price
Net Assets
59.64B
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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$15.43
Change+$0.03 (+0.19%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Value Index I
Price$51.66
Change+$0.17 (+0.33%)
VolumeN/A
Net Assets59.64B
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Dec 26, 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 Hold and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.6B vs. NDVCX (2.67B). VISVX pays higher dividends than NDVCX: VISVX (1.86) vs NDVCX (0.60). 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 : 7.97 vs. NDVCX (-7.38). VISVX return over 5 years is better than : 54.60 vs. NDVCX (-0.16).
NDVCXVISVXNDVCX / VISVX
Total Expense Ratio1.960.191,032%
Annual Report Gross Expense Ratio1.970.191,037%
Fund Existence15 years28 years-
Gain YTD-6.8249.064-75%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.67B59.6B4%
Annual Yield % from dividends0.601.8632%
Returns for 1 year-7.387.97-93%
Returns for 3 years0.6237.222%
Returns for 5 years-0.1654.60-0%
Returns for 10 years32.39124.1726%
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