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NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$19.20
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$86.60
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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NDVAX vs VSIAX Comparison Chart
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NDVAX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.3B vs. NDVAX (3.46B). VSIAX pays higher dividends than NDVAX: VSIAX (2.01) vs NDVAX (0.92). NDVAX was incepted earlier than VSIAX: NDVAX (13 years) vs VSIAX (13 years). NDVAX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). NDVAX has a lower initial minimum investment than VSIAX: NDVAX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 21.77 vs. NDVAX (14.24). VSIAX return over 5 years is better than : 55.85 vs. NDVAX (23.45).
| NDVAX | VSIAX | NDVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 8.337 | 10.460 | 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 | 2.01 | 46% |
| Returns for 1 year | 14.24 | 21.77 | 65% |
| Returns for 3 years | -5.63 | 17.82 | -32% |
| Returns for 5 years | 23.45 | 55.85 | 42% |
| Returns for 10 years | 52.14 | 102.73 | 51% |