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NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$16.12
Change+$0.26 (+1.64%)
VolumeN/A
Net Assets2.61B
Vanguard Small Cap Value Index Admiral
Price$77.22
Change+$1.48 (+1.95%)
VolumeN/A
Net Assets53.62B
NDVAX vs VSIAX Comparison Chart
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NDVAX vs. VSIAX commentary
Apr 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 Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 53.6B vs. NDVAX (2.62B). VSIAX pays higher dividends than NDVAX: VSIAX (2.27) vs NDVAX (1.62). NDVAX was incepted earlier than VSIAX: NDVAX (14 years) vs VSIAX (14 years). NDVAX (1.20) is less costly to investors than VSIAX (0.07). NDVAX is a more actively managed with annual turnover of: 34.00 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 : -3.10 vs. NDVAX (-8.51). VSIAX return over 5 years is better than : 92.61 vs. NDVAX (42.79).
| NDVAX | VSIAX | NDVAX / VSIAX | |
| Total Expense Ratio | 1.19 | 0.07 | 1,700% |
| Annual Report Gross Expense Ratio | 1.20 | 0.07 | 1,714% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -11.938 | -10.925 | 109% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.62B | 53.6B | 5% |
| Annual Yield % from dividends | 1.62 | 2.27 | 71% |
| Returns for 1 year | -8.51 | -3.10 | 275% |
| Returns for 3 years | -15.00 | 4.76 | -315% |
| Returns for 5 years | 42.79 | 92.61 | 46% |
| Returns for 10 years | 24.84 | 68.74 | 36% |
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