NDVUX
Price
$18.40
Change
+$0.03 (+0.16%)
Updated
Sep 8 closing price
Net Assets
2.88B
VISVX
Price
$50.50
Change
-$0.07 (-0.14%)
Updated
Sep 8 closing price
Net Assets
59.22B
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NDVUX vs VISVX

Header iconNDVUX vs VISVX Comparison
Open Charts NDVUX vs VISVXBanner chart's image
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Value Index I
Price$50.50
Change-$0.07 (-0.14%)
VolumeN/A
Net Assets59.22B
NDVUX vs VISVX Comparison Chart in %
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NDVUX vs. VISVX commentary
Sep 09, 2025

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 Buy and VISVX is a Buy.

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FUNDAMENTALS
Fundamentals
VISVX has more cash in the bank: 59.2B vs. NDVUX (2.88B). VISVX pays higher dividends than NDVUX: VISVX (1.86) vs NDVUX (1.48). NDVUX was incepted earlier than VISVX: NDVUX (14 years) vs VISVX (27 years). NDVUX (0.97) is less costly to investors than VISVX (0.19). NDVUX is a more actively managed with annual turnover of: 34.00 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 : 11.79 vs. NDVUX (0.81). VISVX return over 5 years is better than : 88.58 vs. NDVUX (44.40).
NDVUXVISVXNDVUX / VISVX
Total Expense Ratio0.960.19505%
Annual Report Gross Expense Ratio0.970.19511%
Fund Existence14 years27 years-
Gain YTD1.0656.66516%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets2.88B59.2B5%
Annual Yield % from dividends1.481.8680%
Returns for 1 year0.8111.797%
Returns for 3 years7.3130.6424%
Returns for 5 years44.4088.5850%
Returns for 10 years59.08118.2350%
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