Ad is loading...
Ad is loading...
NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$19.74
Change-$0.10 (-0.50%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
NDVAX vs VSIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
NDVAX vs. VSIAX commentary
Nov 18, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NDVAX (3.52B). 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 : 28.76 vs. NDVAX (21.95). VSIAX return over 5 years is better than : 57.44 vs. NDVAX (22.78).
| 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 | 13.092 | 15.498 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 57.6B | 6% |
| Annual Yield % from dividends | 0.92 | 2.01 | 46% |
| Returns for 1 year | 21.95 | 28.76 | 76% |
| Returns for 3 years | -11.17 | 13.29 | -84% |
| Returns for 5 years | 22.78 | 57.44 | 40% |
| Returns for 10 years | 57.23 | 108.79 | 53% |