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NDVSX vs VISVX
NDVSX vs VISVX Comparison
Open Charts NDVSX vs VISVX
MFS New Discovery Value R2
Price$18.77
Change-$0.19 (-1.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$47.91
Change-$0.41 (-0.85%)
VolumeN/A
CapitalizationN/A
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NDVSX vs VISVX Comparison Chart
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NDVSX vs. VISVX commentary
Sep 21, 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 NDVSX is a Buy and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. NDVSX (3.52B). VISVX pays higher dividends than NDVSX: VISVX (1.90) vs NDVSX (0.71). NDVSX was incepted earlier than VISVX: NDVSX (13 years) vs VISVX (26 years). NDVSX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). NDVSX has a lower initial minimum investment than VISVX: NDVSX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 21.73 vs. NDVSX (13.95). VISVX return over 5 years is better than : 55.70 vs. NDVSX (23.11).
| NDVSX | VISVX | NDVSX / 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 | 8.155 | 10.404 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 57.3B | 6% |
| Annual Yield % from dividends | 0.71 | 1.90 | 38% |
| Returns for 1 year | 13.95 | 21.73 | 64% |
| Returns for 3 years | -5.40 | 17.75 | -30% |
| Returns for 5 years | 23.11 | 55.70 | 41% |
| Returns for 10 years | 50.42 | 102.10 | 49% |
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