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NDVRX vs VISVX
NDVRX vs VISVX Comparison
Open Charts NDVRX vs VISVX
MFS New Discovery Value R1
Price$16.90
Change-$0.26 (-1.52%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.47
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
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NDVRX vs VISVX Comparison Chart
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NDVRX vs. VISVX commentary
Sep 08, 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 NDVRX is a StrongSell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. NDVRX (3.36B). VISVX pays higher dividends than NDVRX: VISVX (1.90) vs NDVRX (0.35). NDVRX was incepted earlier than VISVX: NDVRX (13 years) vs VISVX (26 years). NDVRX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). NDVRX has a lower initial minimum investment than VISVX: NDVRX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.92 vs. NDVRX (9.64). VISVX return over 5 years is better than : 55.22 vs. NDVRX (19.78).
| NDVRX | VISVX | NDVRX / VISVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 5.824 | 7.175 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.36B | 57.3B | 6% |
| Annual Yield % from dividends | 0.35 | 1.90 | 19% |
| Returns for 1 year | 9.64 | 16.92 | 57% |
| Returns for 3 years | -12.35 | 11.28 | -109% |
| Returns for 5 years | 19.78 | 55.22 | 36% |
| Returns for 10 years | 35.17 | 92.78 | 38% |
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