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NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$18.01
Change-$0.02 (-0.11%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.72
Change-$0.01 (-0.01%)
VolumeN/A
CapitalizationN/A
NDVAX vs VSIAX Comparison Chart
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NDVAX vs. VSIAX commentary
Jan 07, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. NDVAX (3.32B). VSIAX pays higher dividends than NDVAX: VSIAX (2.01) vs NDVAX (0.92). NDVAX was incepted earlier than VSIAX: NDVAX (14 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 : 14.54 vs. NDVAX (7.49). VSIAX return over 5 years is better than : 49.17 vs. NDVAX (13.01).
| NDVAX | VSIAX | NDVAX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 0.111 | 0.658 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 63B | 5% |
| Annual Yield % from dividends | 0.92 | 2.01 | 46% |
| Returns for 1 year | 7.49 | 14.54 | 52% |
| Returns for 3 years | -11.04 | 10.90 | -101% |
| Returns for 5 years | 13.01 | 49.17 | 26% |
| Returns for 10 years | 53.71 | 104.35 | 51% |
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