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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$15.54
Change+$0.10 (+0.65%)
VolumeN/A
Net Assets2.55B
Vanguard Small Cap Value Index Admiral
Price$86.79
Change+$0.25 (+0.29%)
VolumeN/A
Net Assets58.35B
NDVBX vs VSIAX Comparison Chart in %
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NDVBX vs. VSIAX commentary
Nov 20, 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 VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. NDVBX (2.55B). VSIAX pays higher dividends than NDVBX: VSIAX (2.02) vs NDVBX (0.55). 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 : -2.32 vs. NDVBX (-14.83). VSIAX return over 5 years is better than : 55.25 vs. NDVBX (7.72).
| 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 | -7.002 | 2.004 | -349% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.55B | 58.3B | 4% |
| Annual Yield % from dividends | 0.55 | 2.02 | 27% |
| Returns for 1 year | -14.83 | -2.32 | 638% |
| Returns for 3 years | -4.88 | 24.02 | -20% |
| Returns for 5 years | 7.72 | 55.25 | 14% |
| Returns for 10 years | 26.53 | 104.05 | 25% |
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