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NDVIX vs VSIAX
NDVIX vs VSIAX Comparison
Open Charts NDVIX vs VSIAX
MFS New Discovery Value I
Price$18.06
Change-$0.71 (-3.78%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$85.23
Change-$3.35 (-3.78%)
VolumeN/A
CapitalizationN/A
NDVIX vs VSIAX Comparison Chart
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NDVIX vs. VSIAX commentary
Dec 19, 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 StrongSell and VSIAX is a Hold.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 63B vs. NDVIX (3.44B). VSIAX pays higher dividends than NDVIX: VSIAX (2.01) vs NDVIX (1.14). NDVIX was incepted earlier than VSIAX: NDVIX (14 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 : 16.23 vs. NDVIX (9.25). VSIAX return over 5 years is better than : 52.83 vs. NDVIX (17.83).
| NDVIX | VSIAX | NDVIX / 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 | 7.896 | 15.031 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.44B | 63B | 5% |
| Annual Yield % from dividends | 1.14 | 2.01 | 56% |
| Returns for 1 year | 9.25 | 16.23 | 57% |
| Returns for 3 years | -1.60 | 20.67 | -8% |
| Returns for 5 years | 17.83 | 52.83 | 34% |
| Returns for 10 years | 57.46 | 105.65 | 54% |
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