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NDVSX vs VISVX
NDVSX vs VISVX Comparison
Open Charts NDVSX vs VISVX
MFS New Discovery Value R2
Price$17.45
Change+$0.29 (+1.69%)
VolumeN/A
Net Assets2.7B
Vanguard Small Cap Value Index I
Price$49.99
Change+$0.63 (+1.28%)
VolumeN/A
Net Assets59.14B
NDVSX vs VISVX Comparison Chart in %
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NDVSX vs. VISVX commentary
Oct 21, 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 Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. NDVSX (2.7B). VISVX pays higher dividends than NDVSX: VISVX (1.88) vs NDVSX (1.05). NDVSX was incepted earlier than VISVX: NDVSX (14 years) vs VISVX (27 years). NDVSX (1.47) 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 : 0.97 vs. NDVSX (-9.96). VISVX return over 5 years is better than : 75.74 vs. NDVSX (30.88).
| NDVSX | VISVX | NDVSX / VISVX | |
| Total Expense Ratio | 1.46 | 0.19 | 768% |
| Annual Report Gross Expense Ratio | 1.47 | 0.19 | 774% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.542 | 4.208 | -84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 59.1B | 5% |
| Annual Yield % from dividends | 1.05 | 1.88 | 56% |
| Returns for 1 year | -9.96 | 0.97 | -1,026% |
| Returns for 3 years | 7.64 | 36.12 | 21% |
| Returns for 5 years | 30.88 | 75.74 | 41% |
| Returns for 10 years | 41.45 | 108.98 | 38% |
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