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NDVBX vs VISVX
NDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVX
MFS New Discovery Value B
Price$16.66
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets2.86B
Vanguard Small Cap Value Index I
Price$50.14
Change-$0.13 (-0.26%)
VolumeN/A
Net Assets56.44B
NDVBX vs VISVX Comparison Chart in %
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NDVBX vs. VISVX commentary
Aug 30, 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 NDVBX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NDVBX (2.86B). VISVX pays higher dividends than NDVBX: VISVX (1.95) vs NDVBX (0.56). NDVBX was incepted earlier than VISVX: NDVBX (14 years) vs VISVX (27 years). NDVBX (1.97) is less costly to investors than VISVX (0.19). NDVBX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVBX has a lower initial minimum investment than VISVX: NDVBX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.40 vs. NDVBX (-4.42). VISVX return over 5 years is better than : 82.46 vs. NDVBX (29.70).
| NDVBX | VISVX | NDVBX / VISVX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -0.180 | 6.032 | -3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.86B | 56.4B | 5% |
| Annual Yield % from dividends | 0.56 | 1.95 | 29% |
| Returns for 1 year | -4.42 | 7.40 | -60% |
| Returns for 3 years | 2.91 | 30.16 | 10% |
| Returns for 5 years | 29.70 | 82.46 | 36% |
| Returns for 10 years | 37.24 | 115.95 | 32% |
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