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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$17.39
Change+$0.06 (+0.35%)
VolumeN/A
Net Assets2.69B
Invesco Small Cap Value A
Price$25.61
Change-$0.16 (-0.62%)
VolumeN/A
Net Assets7.55B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Oct 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.55B vs. NDVAX (2.69B). NDVAX pays higher dividends than VSCAX: NDVAX (1.28) 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 (1.10). 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 : 2.97 vs. NDVAX (-9.99). VSCAX return over 5 years is better than : 107.55 vs. NDVAX (30.76).
| NDVAX | VSCAX | NDVAX / VSCAX | |
| Total Expense Ratio | 1.21 | 1.10 | 110% |
| Annual Report Gross Expense Ratio | 1.22 | 1.10 | 111% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.692 | 9.613 | -38% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.69B | 7.55B | 36% |
| Annual Yield % from dividends | 1.28 | 0.32 | 404% |
| Returns for 1 year | -9.99 | 2.97 | -336% |
| Returns for 3 years | 7.32 | 50.58 | 14% |
| Returns for 5 years | 30.76 | 107.55 | 29% |
| Returns for 10 years | 42.64 | 39.88 | 107% |
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