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NDVCX vs VISVX
NDVCX vs VISVX Comparison
Open Charts NDVCX vs VISVX
MFS New Discovery Value C
Price$15.80
Change-$0.30 (-1.86%)
VolumeN/A
Net Assets2.74B
Vanguard Small Cap Value Index I
Price$49.22
Change-$0.69 (-1.38%)
VolumeN/A
Net Assets59.14B
NDVCX vs VISVX Comparison Chart in %
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NDVCX vs. VISVX commentary
Oct 17, 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 NDVCX is a Hold and VISVX is a Hold.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.1B vs. NDVCX (2.75B). VISVX pays higher dividends than NDVCX: VISVX (1.88) vs NDVCX (0.60). NDVCX was incepted earlier than VISVX: NDVCX (14 years) vs VISVX (27 years). NDVCX (1.97) is less costly to investors than VISVX (0.19). NDVCX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVCX has a lower initial minimum investment than VISVX: NDVCX (1000) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 2.16 vs. NDVCX (-9.54). VISVX return over 5 years is better than : 77.70 vs. NDVCX (26.39).
| NDVCX | VISVX | NDVCX / VISVX | |
| Total Expense Ratio | 1.96 | 0.19 | 1,032% |
| Annual Report Gross Expense Ratio | 1.97 | 0.19 | 1,037% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -2.778 | 5.370 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.75B | 59.1B | 5% |
| Annual Yield % from dividends | 0.60 | 1.88 | 32% |
| Returns for 1 year | -9.54 | 2.16 | -442% |
| Returns for 3 years | 7.73 | 39.65 | 19% |
| Returns for 5 years | 26.39 | 77.70 | 34% |
| Returns for 10 years | 32.43 | 112.17 | 29% |
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