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NDVUX vs VSCAX
NDVUX vs VSCAX Comparison
Open Charts NDVUX vs VSCAX
MFS New Discovery Value R4
Price$17.79
Change+$0.13 (+0.74%)
VolumeN/A
Net Assets2.75B
Invesco Small Cap Value A
Price$27.14
Change+$0.16 (+0.59%)
VolumeN/A
Net Assets8.84B
NDVUX vs VSCAX Comparison Chart in %
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NDVUX vs. VSCAX commentary
Jan 15, 2026
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 VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.84B vs. NDVUX (2.75B). NDVUX pays higher dividends than VSCAX: NDVUX (1.28) vs VSCAX (0.25). 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 : 13.42 vs. NDVUX (-1.34). VSCAX return over 5 years is better than : 60.33 vs. NDVUX (6.69).
| 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 | 5.579 | 7.230 | 77% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 8.84B | 31% |
| Annual Yield % from dividends | 1.28 | 0.25 | 507% |
| Returns for 1 year | -1.34 | 13.42 | -10% |
| Returns for 3 years | 2.53 | 49.33 | 5% |
| Returns for 5 years | 6.69 | 60.33 | 11% |
| Returns for 10 years | 78.21 | 99.03 | 79% |
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