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NDVCX vs VSIAX
NDVCX vs VSIAX Comparison
Open Charts NDVCX vs VSIAX
MFS New Discovery Value C
Price$18.13
Change-$0.09 (-0.49%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
NDVCX vs VSIAX Comparison Chart
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NDVCX vs. VSIAX commentary
Nov 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 NDVCX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NDVCX (3.52B). VSIAX pays higher dividends than NDVCX: VSIAX (2.01) vs NDVCX (0.27). NDVCX was incepted earlier than VSIAX: NDVCX (13 years) vs VSIAX (13 years). NDVCX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). NDVCX has a lower initial minimum investment than VSIAX: NDVCX (1000) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. NDVCX (20.63). VSIAX return over 5 years is better than : 57.44 vs. NDVCX (16.93).
| NDVCX | VSIAX | NDVCX / 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 | 12.345 | 15.498 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 57.6B | 6% |
| Annual Yield % from dividends | 0.27 | 2.01 | 13% |
| Returns for 1 year | 20.63 | 28.76 | 72% |
| Returns for 3 years | -13.88 | 13.29 | -104% |
| Returns for 5 years | 16.93 | 57.44 | 29% |
| Returns for 10 years | 43.40 | 108.79 | 40% |
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