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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$17.60
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets2.79B
Invesco Small Cap Value A
Price$25.55
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.5B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Sep 26, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.5B vs. NDVAX (2.79B). NDVAX pays higher dividends than VSCAX: NDVAX (1.26) vs VSCAX (0.32). NDVAX was incepted earlier than VSCAX: NDVAX (14 years) vs VSCAX (26 years). NDVAX (1.22) is less costly to investors than VSCAX (1.12). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVAX (34.00). NDVAX (6%) and VSCAX (6%) have equivalent initial investment costs. NDVAX (1000) and VSCAX (1000) have matching initial minimum investment requirements. VSCAX annual gain was more profitable for investors over the last year : 7.66 vs. NDVAX (-4.30). VSCAX return over 5 years is better than : 139.01 vs. NDVAX (46.84).
| NDVAX | VSCAX | NDVAX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.12 | 108% |
| Annual Report Gross Expense Ratio | 1.22 | 1.12 | 109% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -1.080 | 9.358 | -12% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 7.5B | 37% |
| Annual Yield % from dividends | 1.26 | 0.32 | 388% |
| Returns for 1 year | -4.30 | 7.66 | -56% |
| Returns for 3 years | 17.53 | 64.05 | 27% |
| Returns for 5 years | 46.84 | 139.01 | 34% |
| Returns for 10 years | 55.81 | 50.80 | 110% |
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