Interact to see
Advertisement
Advertisement
NDVAX vs VISVX
NDVAX vs VISVX Comparison
Open Charts NDVAX vs VISVX
MFS New Discovery Value A
Price$17.39
Change-$0.19 (-1.08%)
VolumeN/A
Net Assets2.78B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
NDVAX vs VISVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
NDVAX vs. VISVX commentary
Aug 17, 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 NDVAX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NDVAX (2.78B). VISVX pays higher dividends than NDVAX: VISVX (1.95) vs NDVAX (1.34). NDVAX was incepted earlier than VISVX: NDVAX (14 years) vs VISVX (27 years). NDVAX (1.22) is less costly to investors than VISVX (0.19). NDVAX is a more actively managed with annual turnover of: 34.00 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 : 6.61 vs. NDVAX (-4.22). VISVX return over 5 years is better than : 76.46 vs. NDVAX (29.89).
| NDVAX | VISVX | NDVAX / VISVX | |
| Total Expense Ratio | 1.21 | 0.19 | 637% |
| Annual Report Gross Expense Ratio | 1.22 | 0.19 | 642% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.358 | 2.657 | -126% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 56.4B | 5% |
| Annual Yield % from dividends | 1.34 | 1.95 | 68% |
| Returns for 1 year | -4.22 | 6.61 | -64% |
| Returns for 3 years | -4.67 | 19.23 | -24% |
| Returns for 5 years | 29.89 | 76.46 | 39% |
| Returns for 10 years | 39.09 | 99.26 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement