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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$16.49
Change-$0.14 (-0.84%)
VolumeN/A
Net Assets2.82B
Vanguard Small Cap Value Index Admiral
Price$86.66
Change+$0.18 (+0.21%)
VolumeN/A
Net Assets55.61B
NDVBX vs VSIAX Comparison Chart in %
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NDVBX vs. VSIAX commentary
Jul 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 NDVBX is a Buy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 55.6B vs. NDVBX (2.82B). VSIAX pays higher dividends than NDVBX: VSIAX (2.11) vs NDVBX (0.76). NDVBX was incepted earlier than VSIAX: NDVBX (14 years) vs VSIAX (14 years). NDVBX (1.97) is less costly to investors than VSIAX (0.07). NDVBX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). NDVBX has a lower initial minimum investment than VSIAX: NDVBX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 7.95 vs. NDVBX (-0.45). VSIAX return over 5 years is better than : 95.82 vs. NDVBX (37.50).
| NDVBX | VSIAX | NDVBX / VSIAX | |
| Total Expense Ratio | 1.96 | 0.07 | 2,800% |
| Annual Report Gross Expense Ratio | 1.97 | 0.07 | 2,814% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -1.317 | 1.833 | -72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 55.6B | 5% |
| Annual Yield % from dividends | 0.76 | 2.11 | 36% |
| Returns for 1 year | -0.45 | 7.95 | -6% |
| Returns for 3 years | 3.41 | 35.66 | 10% |
| Returns for 5 years | 37.50 | 95.82 | 39% |
| Returns for 10 years | 27.51 | 93.40 | 29% |
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