NDVIX
Price
$18.22
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
VSIAX
Price
$81.73
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
Ad is loading...

NDVIX vs VSIAX ᐉ Comparison: Which is Better to Invest?

Header iconNDVIX vs VSIAX Comparison
Open Charts NDVIX vs VSIAXBanner chart's image
MFS New Discovery Value I
Price$18.22
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index Admiral
Price$81.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
NDVIX vs VSIAX Comparison Chart

Loading...

VS
NDVIX vs. VSIAX commentary
Apr 16, 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 Buy and VSIAX is a Hold.

FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 52.9B vs. NDVIX (3.59B). 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 (0.95) is less costly to investors than VSIAX (0.07). 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 : 20.40 vs. NDVIX (8.07). VSIAX return over 5 years is better than : 48.44 vs. NDVIX (25.59).
NDVIXVSIAXNDVIX / VSIAX
Total Expense Ratio0.940.071,343%
Annual Report Gross Expense Ratio0.950.071,357%
Fund Existence13 years13 years-
Gain YTD2.9965.81252%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.59B52.9B7%
Annual Yield % from dividends1.142.0156%
Returns for 1 year8.0720.4040%
Returns for 3 years-5.3314.72-36%
Returns for 5 years25.5948.4453%
Returns for 10 years44.31101.1744%
View a ticker or compare two or three
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HSRRX20.94N/A
N/A
Carillon Eagle Small Cap Growth R3
GLFOX15.62-0.05
-0.32%
Lazard Global Listed Infrastructure Open
FEICX33.95-0.16
-0.47%
Fidelity Advisor Equity Income C
FMEFX40.31-0.29
-0.71%
Nuveen Mid Cap Growth Opps R6
WPGTX20.16-0.16
-0.79%
WPG Partners Small Cap Value Div Fund