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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$18.65
Change-$0.17 (-0.90%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$90.73
Change-$1.14 (-1.24%)
VolumeN/A
CapitalizationN/A
NDVBX vs VSIAX Comparison Chart
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NDVBX vs. VSIAX commentary
Nov 13, 2024
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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NDVBX (3.64B). VSIAX pays higher dividends than NDVBX: VSIAX (2.01) vs NDVBX (0.25). NDVBX was incepted earlier than VSIAX: NDVBX (13 years) vs VSIAX (13 years). NDVBX is a more actively managed with annual turnover of: 30.00 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 : 36.20 vs. NDVBX (28.23). VSIAX return over 5 years is better than : 61.31 vs. NDVBX (20.01).
| NDVBX | VSIAX | NDVBX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 14.631 | 17.823 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.64B | 57.6B | 6% |
| Annual Yield % from dividends | 0.25 | 2.01 | 13% |
| Returns for 1 year | 28.23 | 36.20 | 78% |
| Returns for 3 years | -11.79 | 15.68 | -75% |
| Returns for 5 years | 20.01 | 61.31 | 33% |
| Returns for 10 years | 46.95 | 113.42 | 41% |