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NDVIX vs VISVX
NDVIX vs VISVX Comparison
Open Charts NDVIX vs VISVX
MFS New Discovery Value I
Price$17.61
Change-$0.20 (-1.12%)
VolumeN/A
Net Assets2.81B
Vanguard Small Cap Value Index I
Price$48.67
Change-$0.33 (-0.67%)
VolumeN/A
Net Assets56.44B
NDVIX vs VISVX Comparison Chart in %
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NDVIX vs. VISVX commentary
Aug 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 NDVIX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 56.4B vs. NDVIX (2.82B). VISVX pays higher dividends than NDVIX: VISVX (1.95) vs NDVIX (1.57). NDVIX was incepted earlier than VISVX: NDVIX (14 years) vs VISVX (27 years). NDVIX (0.97) is less costly to investors than VISVX (0.19). NDVIX is a more actively managed with annual turnover of: 34.00 vs. VISVX (16.00). NDVIX has a lower initial minimum investment than VISVX: NDVIX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 7.33 vs. NDVIX (-3.89). VISVX return over 5 years is better than : 77.66 vs. NDVIX (31.57).
| NDVIX | VISVX | NDVIX / VISVX | |
| Total Expense Ratio | 0.96 | 0.19 | 505% |
| Annual Report Gross Expense Ratio | 0.97 | 0.19 | 511% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -3.175 | 3.353 | -95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.82B | 56.4B | 5% |
| Annual Yield % from dividends | 1.57 | 1.95 | 81% |
| Returns for 1 year | -3.89 | 7.33 | -53% |
| Returns for 3 years | -4.00 | 20.04 | -20% |
| Returns for 5 years | 31.57 | 77.66 | 41% |
| Returns for 10 years | 42.29 | 100.61 | 42% |
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