Interact to see
Advertisement
Advertisement
NDVVX vs VISVX
NDVVX vs VISVX Comparison
Open Charts NDVVX vs VISVX
MFS New Discovery Value R6
Price$18.18
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets2.79B
Vanguard Small Cap Value Index I
Price$48.77
Change+$0.25 (+0.52%)
VolumeN/A
Net Assets55.61B
NDVVX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVVX vs. VISVX commentary
Jul 28, 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 NDVVX is a Buy and VISVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 55.6B vs. NDVVX (2.79B). VISVX (1.99) and NDVVX (1.91) have matching dividends . NDVVX was incepted earlier than VISVX: NDVVX (13 years) vs VISVX (27 years). NDVVX (0.87) is less costly to investors than VISVX (0.19). NDVVX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVVX has a lower initial minimum investment than VISVX: NDVVX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 5.54 vs. NDVVX (-2.62). VISVX return over 5 years is better than : 88.78 vs. NDVVX (41.29).
| NDVVX | VISVX | NDVVX / VISVX | |
| Total Expense Ratio | 0.86 | 0.19 | 453% |
| Annual Report Gross Expense Ratio | 0.87 | 0.19 | 458% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -0.547 | 2.868 | -19% |
| 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 | 1.91 | 1.99 | 96% |
| Returns for 1 year | -2.62 | 5.54 | -47% |
| Returns for 3 years | 2.91 | 30.99 | 9% |
| Returns for 5 years | 41.29 | 88.78 | 47% |
| Returns for 10 years | 49.56 | 102.36 | 48% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers