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NDVBX vs VSIAX
NDVBX vs VSIAX Comparison
Open Charts NDVBX vs VSIAX
MFS New Discovery Value B
Price$17.23
Change-$0.24 (-1.37%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.58
Change-$1.09 (-1.22%)
VolumeN/A
CapitalizationN/A
NDVBX vs VSIAX Comparison Chart
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NDVBX vs. VSIAX commentary
Dec 18, 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 StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. NDVBX (3.49B). VSIAX pays higher dividends than NDVBX: VSIAX (2.01) vs NDVBX (0.25). NDVBX was incepted earlier than VSIAX: NDVBX (14 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 : 16.23 vs. NDVBX (7.70). VSIAX return over 5 years is better than : 52.83 vs. NDVBX (10.87).
| NDVBX | VSIAX | NDVBX / VSIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.444 | 15.031 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.49B | 63B | 6% |
| Annual Yield % from dividends | 0.25 | 2.01 | 13% |
| Returns for 1 year | 7.70 | 16.23 | 47% |
| Returns for 3 years | -4.83 | 20.67 | -23% |
| Returns for 5 years | 10.87 | 52.83 | 21% |
| Returns for 10 years | 40.85 | 105.65 | 39% |
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