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NDVCX vs VISVX
NDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVX
MFS New Discovery Value C
Price$15.88
Change-$0.18 (-1.12%)
VolumeN/A
Net Assets2.78B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Aug 17, 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 Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NDVCX (2.78B). VISVX pays higher dividends than NDVCX: VISVX (1.95) vs NDVCX (0.63). 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 : 6.61 vs. NDVCX (-5.55). VISVX return over 5 years is better than : 76.46 vs. NDVCX (23.24).
| 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 | -4.106 | 2.657 | -155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 56.4B | 5% |
| Annual Yield % from dividends | 0.63 | 1.95 | 32% |
| Returns for 1 year | -5.55 | 6.61 | -84% |
| Returns for 3 years | -7.57 | 19.23 | -39% |
| Returns for 5 years | 23.24 | 76.46 | 30% |
| Returns for 10 years | 26.03 | 99.26 | 26% |
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