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NDVSX vs VISVX
NDVSX vs VISVX Comparison
Open Charts NDVSX vs VISVX
MFS New Discovery Value R2
Price$17.70
Change+$0.11 (+0.63%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Value Index I
Price$48.37
Change+$0.24 (+0.50%)
VolumeN/A
Net Assets54.02B
NDVSX vs VISVX Comparison Chart in %
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NDVSX vs. VISVX commentary
Jul 07, 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 NDVSX is a StrongBuy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 54B vs. NDVSX (2.85B). VISVX pays higher dividends than NDVSX: VISVX (1.99) vs NDVSX (1.34). NDVSX was incepted earlier than VISVX: NDVSX (14 years) vs VISVX (27 years). NDVSX (1.45) is less costly to investors than VISVX (0.19). NDVSX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVSX has a lower initial minimum investment than VISVX: NDVSX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 11.64 vs. NDVSX (4.00). VISVX return over 5 years is better than : 94.00 vs. NDVSX (41.81).
| NDVSX | VISVX | NDVSX / VISVX | |
| Total Expense Ratio | 1.44 | 0.19 | 758% |
| Annual Report Gross Expense Ratio | 1.45 | 0.19 | 763% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -0.562 | 2.024 | -28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 54B | 5% |
| Annual Yield % from dividends | 1.34 | 1.99 | 67% |
| Returns for 1 year | 4.00 | 11.64 | 34% |
| Returns for 3 years | 5.10 | 34.76 | 15% |
| Returns for 5 years | 41.81 | 94.00 | 44% |
| Returns for 10 years | 39.87 | 96.11 | 41% |
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