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NDVVX vs VSCAX
NDVVX vs VSCAX Comparison
Open Charts NDVVX vs VSCAX
MFS New Discovery Value R6
Price$17.70
Change+$0.07 (+0.40%)
VolumeN/A
Net Assets2.7B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.51B
NDVVX vs VSCAX Comparison Chart in %
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NDVVX vs. VSCAX commentary
Oct 19, 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: 7.51B vs. NDVVX (2.7B). NDVVX pays higher dividends than VSCAX: NDVVX (1.60) vs VSCAX (0.32). NDVVX was incepted earlier than VSCAX: NDVVX (13 years) vs VSCAX (26 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 : 2.33 vs. NDVVX (-9.26). VSCAX return over 5 years is better than : 106.26 vs. NDVVX (33.60).
| 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 | 26 years | - |
| Gain YTD | -3.025 | 8.932 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.7B | 7.51B | 36% |
| Annual Yield % from dividends | 1.60 | 0.32 | 506% |
| Returns for 1 year | -9.26 | 2.33 | -397% |
| Returns for 3 years | 8.83 | 49.64 | 18% |
| Returns for 5 years | 33.60 | 106.26 | 32% |
| Returns for 10 years | 47.88 | 39.02 | 123% |
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