Ad is loading...
NDVUX vs VISVX
NDVUX vs VISVX Comparison
Open Charts NDVUX vs VISVX
MFS New Discovery Value R4
Price$18.54
Change-$0.27 (-1.44%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Value Index I
Price$45.47
Change-$0.66 (-1.43%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
NDVUX vs VISVX Comparison Chart
Loading...
NDVUX 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 NDVUX is a StrongSell and VISVX is a Buy.
FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 57.3B vs. NDVUX (3.36B). VISVX pays higher dividends than NDVUX: VISVX (1.90) vs NDVUX (1.13). NDVUX was incepted earlier than VISVX: NDVUX (13 years) vs VISVX (26 years). NDVUX is a more actively managed with annual turnover of: 30.00 vs. VISVX (16.00). NDVUX has a lower initial minimum investment than VISVX: NDVUX (0) vs VISVX (3000). VISVX annual gain was more profitable for investors over the last year : 16.92 vs. NDVUX (11.10). VISVX return over 5 years is better than : 55.22 vs. NDVUX (28.23).
| NDVUX | VISVX | NDVUX / 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 | 6.524 | 7.175 | 91% |
| 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 | 1.13 | 1.90 | 60% |
| Returns for 1 year | 11.10 | 16.92 | 66% |
| Returns for 3 years | -8.32 | 11.28 | -74% |
| Returns for 5 years | 28.23 | 55.22 | 51% |
| Returns for 10 years | 53.45 | 92.78 | 58% |