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NDVUX vs VISVX
NDVUX vs VISVX Comparison
Open Charts NDVUX vs VISVX
MFS New Discovery Value R4
Price$18.11
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.79B
Vanguard Small Cap Value Index I
Price$48.53
Change-$0.24 (-0.49%)
VolumeN/A
Net Assets55.61B
NDVUX vs VISVX Comparison Chart in %
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NDVUX vs. VISVX commentary
Jul 29, 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 NDVUX is a Hold and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. NDVUX (2.79B). VISVX pays higher dividends than NDVUX: VISVX (1.99) vs NDVUX (1.82). NDVUX was incepted earlier than VISVX: NDVUX (14 years) vs VISVX (27 years). NDVUX (0.97) is less costly to investors than VISVX (0.19). NDVUX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVUX has a lower initial minimum investment than VISVX: NDVUX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 3.35 vs. NDVUX (-4.63). VISVX return over 5 years is better than : 83.60 vs. NDVUX (40.29).
| NDVUX | VISVX | NDVUX / VISVX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -0.767 | 2.362 | -32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 55.6B | 5% |
| Annual Yield % from dividends | 1.82 | 1.99 | 92% |
| Returns for 1 year | -4.63 | 3.35 | -138% |
| Returns for 3 years | 3.34 | 24.89 | 13% |
| Returns for 5 years | 40.29 | 83.60 | 48% |
| Returns for 10 years | 49.20 | 98.45 | 50% |
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