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NDVAX vs VSIAX
NDVAX vs VSIAX Comparison
Open Charts NDVAX vs VSIAX
MFS New Discovery Value A
Price$16.95
Change-$0.31 (-1.80%)
VolumeN/A
Net Assets2.72B
Vanguard Small Cap Value Index Admiral
Price$81.37
Change-$1.32 (-1.60%)
VolumeN/A
Net Assets54.02B
NDVAX vs VSIAX Comparison Chart
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NDVAX vs. VSIAX commentary
Jun 15, 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: 54B vs. NDVAX (2.72B). VSIAX pays higher dividends than NDVAX: VSIAX (2.23) vs NDVAX (1.63). 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 : 3.83 vs. NDVAX (-1.04). VSIAX return over 5 years is better than : 80.63 vs. NDVAX (32.62).
| 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 | -5.886 | -4.304 | 137% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.72B | 54B | 5% |
| Annual Yield % from dividends | 1.63 | 2.23 | 73% |
| Returns for 1 year | -1.04 | 3.83 | -27% |
| Returns for 3 years | -0.37 | 26.16 | -1% |
| Returns for 5 years | 32.62 | 80.63 | 40% |
| Returns for 10 years | 31.25 | 80.44 | 39% |
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