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NDVVX vs VSCAX
NDVVX vs VSCAX Comparison
Open Charts NDVVX vs VSCAX
MFS New Discovery Value R6
Price$17.20
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets2.67B
Invesco Small Cap Value A
Price$25.84
Change+$0.03 (+0.12%)
VolumeN/A
Net Assets8.33B
NDVVX vs VSCAX Comparison Chart in %
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NDVVX vs. VSCAX commentary
Dec 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 8.33B vs. NDVVX (2.67B). NDVVX pays higher dividends than VSCAX: NDVVX (1.59) vs VSCAX (0.31). NDVVX was incepted earlier than VSCAX: NDVVX (13 years) vs VSCAX (27 years). VSCAX (1.10) is less costly to investors than NDVVX (0.87). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVVX (34.00). NDVVX has a lower initial minimum investment than VSCAX: NDVVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 8.71 vs. NDVVX (-6.68). VSCAX return over 5 years is better than : 66.73 vs. NDVVX (6.78).
| NDVVX | VSCAX | NDVVX / VSCAX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | -5.764 | 9.911 | -58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 8.33B | 32% |
| Annual Yield % from dividends | 1.59 | 0.31 | 520% |
| Returns for 1 year | -6.68 | 8.71 | -77% |
| Returns for 3 years | 4.76 | 49.46 | 10% |
| Returns for 5 years | 6.78 | 66.73 | 10% |
| Returns for 10 years | 50.04 | 59.02 | 85% |
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