NDVBX
Price
$15.56
Change
+$0.01 (+0.06%)
Updated
Aug 7 closing price
Net Assets
2.71B
VISVX
Price
$47.49
Change
-$0.03 (-0.06%)
Updated
Aug 7 closing price
Net Assets
56.44B
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NDVBX vs VISVX

Header iconNDVBX vs VISVX Comparison
Open Charts NDVBX vs VISVXBanner chart's image
MFS New Discovery Value B
Price$15.56
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets2.71B
Vanguard Small Cap Value Index I
Price$47.49
Change-$0.03 (-0.06%)
VolumeN/A
Net Assets56.44B
NDVBX vs VISVX Comparison Chart in %
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NDVBX vs. VISVX commentary
Aug 08, 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 Hold and VISVX is a Hold.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NDVBX (2.71B). 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 : 8.83 vs. NDVBX (-4.41). VISVX return over 5 years is better than : 74.21 vs. NDVBX (21.85).
NDVBXVISVXNDVBX / VISVX
Total Expense Ratio1.960.191,032%
Annual Report Gross Expense Ratio1.970.191,037%
Fund Existence14 years27 years-
Gain YTD-6.9420.231-3,000%
Front LoadN/AN/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets2.71B56.4B5%
Annual Yield % from dividends0.561.9529%
Returns for 1 year-4.418.83-50%
Returns for 3 years-6.0122.14-27%
Returns for 5 years21.8574.2129%
Returns for 10 years23.0694.1025%
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