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NDVAX vs VISVX
NDVAX vs VISVX Comparison
Open Charts NDVAX vs VISVX
MFS New Discovery Value A
Price$19.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$48.32
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NDVAX vs VISVX Comparison Chart
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NDVAX vs. VISVX commentary
Sep 20, 2024
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 NDVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. NDVAX (3.46B). VISVX pays higher dividends than NDVAX: VISVX (1.90) vs NDVAX (0.92). NDVAX was incepted earlier than VISVX: NDVAX (13 years) vs VISVX (26 years). NDVAX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). NDVAX has a lower initial minimum investment than VISVX: NDVAX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. NDVAX (14.24). VISVX return over 5 years is better than : 55.70 vs. NDVAX (23.45).
| NDVAX | VISVX | NDVAX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 8.337 | 10.404 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 57.3B | 6% |
| Annual Yield % from dividends | 0.92 | 1.90 | 49% |
| Returns for 1 year | 14.24 | 21.73 | 66% |
| Returns for 3 years | -5.63 | 17.75 | -32% |
| Returns for 5 years | 23.45 | 55.70 | 42% |
| Returns for 10 years | 52.14 | 102.10 | 51% |
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