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NDVUX vs VSCAX
NDVUX vs VSCAX Comparison
Open Charts NDVUX vs VSCAX
MFS New Discovery Value R4
Price$17.91
Change+$0.27 (+1.53%)
VolumeN/A
Net Assets2.71B
Invesco Small Cap Value A
Price$25.87
Change+$0.13 (+0.51%)
VolumeN/A
Net Assets7.53B
NDVUX vs VSCAX Comparison Chart in %
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NDVUX vs. VSCAX commentary
Oct 15, 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 Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.53B vs. NDVUX (2.71B). NDVUX pays higher dividends than VSCAX: NDVUX (1.50) vs VSCAX (0.32). NDVUX was incepted earlier than VSCAX: NDVUX (14 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than NDVUX (0.97). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVUX (34.00). NDVUX has a lower initial minimum investment than VSCAX: NDVUX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 3.63 vs. NDVUX (-8.17). VSCAX return over 5 years is better than : 107.47 vs. NDVUX (34.30).
| NDVUX | VSCAX | NDVUX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.10 | 87% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -3.215 | 9.485 | -34% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 7.53B | 36% |
| Annual Yield % from dividends | 1.50 | 0.32 | 476% |
| Returns for 1 year | -8.17 | 3.63 | -225% |
| Returns for 3 years | 14.34 | 56.73 | 25% |
| Returns for 5 years | 34.30 | 107.47 | 32% |
| Returns for 10 years | 50.31 | 40.78 | 123% |
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