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NDVAX vs VSCAX
NDVAX vs VSCAX Comparison
Open Charts NDVAX vs VSCAX
MFS New Discovery Value A
Price$16.89
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets2.56B
Invesco Small Cap Value A
Price$24.84
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets7.35B
NDVAX vs VSCAX Comparison Chart in %
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NDVAX vs. VSCAX commentary
Nov 20, 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: 7.35B vs. NDVAX (2.56B). NDVAX pays higher dividends than VSCAX: NDVAX (1.30) 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 : -3.06 vs. NDVAX (-13.69). VSCAX return over 5 years is better than : 75.36 vs. NDVAX (13.16).
| 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 | -6.137 | 5.657 | -108% |
| Front Load | 6% | 6% | 105% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 7.35B | 35% |
| Annual Yield % from dividends | 1.30 | 0.32 | 408% |
| Returns for 1 year | -13.69 | -3.06 | 447% |
| Returns for 3 years | -2.19 | 30.86 | -7% |
| Returns for 5 years | 13.16 | 75.36 | 17% |
| Returns for 10 years | 38.69 | 34.62 | 112% |
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