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NDVUX vs VISVX
NDVUX vs VISVX Comparison
Open Charts NDVUX vs VISVX
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.87B
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
NDVUX vs VISVX Comparison Chart in %
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NDVUX vs. VISVX commentary
Sep 09, 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 Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. NDVUX (2.87B). VISVX pays higher dividends than NDVUX: VISVX (1.86) vs NDVUX (1.48). 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 : 11.64 vs. NDVUX (0.70). VISVX return over 5 years is better than : 88.32 vs. NDVUX (44.24).
| 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 | 0.955 | 6.517 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 59.2B | 5% |
| Annual Yield % from dividends | 1.48 | 1.86 | 80% |
| Returns for 1 year | 0.70 | 11.64 | 6% |
| Returns for 3 years | 7.19 | 30.46 | 24% |
| Returns for 5 years | 44.24 | 88.32 | 50% |
| Returns for 10 years | 58.91 | 117.93 | 50% |
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