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NDVBX vs VISVX
NDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVX
MFS New Discovery Value B
Price$16.52
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.8B
Vanguard Small Cap Value Index I
Price$50.54
Change-$0.11 (-0.22%)
VolumeN/A
Net Assets59.14B
NDVBX vs VISVX Comparison Chart in %
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NDVBX vs. VISVX commentary
Oct 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 NDVBX is a StrongBuy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. NDVBX (2.8B). VISVX pays higher dividends than NDVBX: VISVX (1.88) vs NDVBX (0.54). 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 : 6.40 vs. NDVBX (-5.28). VISVX return over 5 years is better than : 83.02 vs. NDVBX (29.98).
| 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 | -1.197 | 6.932 | -17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 59.1B | 5% |
| Annual Yield % from dividends | 0.54 | 1.88 | 28% |
| Returns for 1 year | -5.28 | 6.40 | -83% |
| Returns for 3 years | 12.67 | 44.92 | 28% |
| Returns for 5 years | 29.98 | 83.02 | 36% |
| Returns for 10 years | 34.64 | 114.35 | 30% |
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