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NDVIX vs VSIAX
NDVIX vs VSIAX Comparison
Open Charts NDVIX vs VSIAX
MFS New Discovery Value I
Price$19.98
Change-$0.09 (-0.45%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$88.94
Change-$0.60 (-0.67%)
VolumeN/A
CapitalizationN/A
NDVIX vs VSIAX Comparison Chart
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NDVIX 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 NDVIX is a StrongBuy and VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 57.6B vs. NDVIX (3.52B). VSIAX pays higher dividends than NDVIX: VSIAX (2.01) vs NDVIX (1.14). NDVIX was incepted earlier than VSIAX: NDVIX (13 years) vs VSIAX (13 years). NDVIX is a more actively managed with annual turnover of: 30.00 vs. VSIAX (16.00). NDVIX has a lower initial minimum investment than VSIAX: NDVIX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 28.76 vs. NDVIX (22.29). VSIAX return over 5 years is better than : 57.44 vs. NDVIX (24.25).
| NDVIX | VSIAX | NDVIX / 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 | 13.341 | 15.498 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 57.6B | 6% |
| Annual Yield % from dividends | 1.14 | 2.01 | 56% |
| Returns for 1 year | 22.29 | 28.76 | 77% |
| Returns for 3 years | -10.56 | 13.29 | -79% |
| Returns for 5 years | 24.25 | 57.44 | 42% |
| Returns for 10 years | 60.79 | 108.79 | 56% |