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NDVUX vs VSCAX
NDVUX vs VSCAX Comparison
Open Charts NDVUX vs VSCAX
MFS New Discovery Value R4
Price$17.19
Change-$0.16 (-0.92%)
VolumeN/A
Net Assets2.69B
Invesco Small Cap Value A
Price$28.57
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets8.48B
NDVUX vs VSCAX Comparison Chart in %
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NDVUX vs. VSCAX commentary
Dec 13, 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 StrongBuy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.48B vs. NDVUX (2.69B). NDVUX pays higher dividends than VSCAX: NDVUX (1.50) vs VSCAX (0.31). NDVUX was incepted earlier than VSCAX: NDVUX (15 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than NDVUX (0.97). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVUX (34.00). NDVUX has a lower initial minimum investment than VSCAX: NDVUX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 7.48 vs. NDVUX (-10.17). VSCAX return over 5 years is better than : 88.18 vs. NDVUX (10.78).
| NDVUX | VSCAX | NDVUX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.10 | 87% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 15 years | 27 years | - |
| Gain YTD | -4.806 | 21.523 | -22% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 8.48B | 32% |
| Annual Yield % from dividends | 1.50 | 0.31 | 490% |
| Returns for 1 year | -10.17 | 7.48 | -136% |
| Returns for 3 years | 3.81 | 52.50 | 7% |
| Returns for 5 years | 10.78 | 88.18 | 12% |
| Returns for 10 years | 55.02 | 80.66 | 68% |
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