NDVSX
Price
$17.70
Change
+$0.11 (+0.63%)
Updated
Jul 3 closing price
Net Assets
2.85B
VISVX
Price
$48.37
Change
+$0.24 (+0.50%)
Updated
Jul 3 closing price
Net Assets
54.02B
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NDVSX vs VISVX

Header iconNDVSX vs VISVX Comparison
Open Charts NDVSX vs VISVXBanner chart's image
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.

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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).
NDVSXVISVXNDVSX / VISVX
Total Expense Ratio1.440.19758%
Annual Report Gross Expense Ratio1.450.19763%
Fund Existence14 years27 years-
Gain YTD-0.5622.024-28%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.85B54B5%
Annual Yield % from dividends1.341.9967%
Returns for 1 year4.0011.6434%
Returns for 3 years5.1034.7615%
Returns for 5 years41.8194.0044%
Returns for 10 years39.8796.1141%
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