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NDVCX vs VSIAX
NDVCX vs VSIAX Comparison
Open Charts NDVCX vs VSIAX
MFS New Discovery Value C
Price$17.15
Change+$0.18 (+1.06%)
VolumeN/A
Net Assets3.37B
Vanguard Small Cap Value Index Admiral
Price$89.06
Change+$0.96 (+1.09%)
VolumeN/A
Net Assets58.32B
NDVCX vs VSIAX Comparison Chart
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NDVCX vs. VSIAX commentary
Jan 31, 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 StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 58.3B vs. NDVCX (3.37B). VSIAX pays higher dividends than NDVCX: VSIAX (2.01) vs NDVCX (0.27). NDVCX was incepted earlier than VSIAX: NDVCX (14 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 : 17.45 vs. NDVCX (10.51). VSIAX return over 5 years is better than : 57.90 vs. NDVCX (16.15).
| NDVCX | VSIAX | NDVCX / 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 | 3.563 | 3.440 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 58.3B | 6% |
| Annual Yield % from dividends | 0.27 | 2.01 | 13% |
| Returns for 1 year | 10.51 | 17.45 | 60% |
| Returns for 3 years | -5.74 | 21.69 | -26% |
| Returns for 5 years | 16.15 | 57.90 | 28% |
| Returns for 10 years | 43.63 | 107.64 | 41% |
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