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NDVUX vs VSCAX
NDVUX vs VSCAX Comparison
Open Charts NDVUX vs VSCAX
MFS New Discovery Value R4
Price$18.13
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets2.82B
Invesco Small Cap Value A
Price$25.62
Change-$0.05 (-0.19%)
VolumeN/A
Net Assets7.49B
NDVUX vs VSCAX Comparison Chart in %
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NDVUX vs. VSCAX commentary
Sep 18, 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 VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.49B vs. NDVUX (2.83B). NDVUX pays higher dividends than VSCAX: NDVUX (1.48) vs VSCAX (0.32). NDVUX was incepted earlier than VSCAX: NDVUX (14 years) vs VSCAX (26 years). VSCAX (1.12) 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 : 10.21 vs. NDVUX (-3.99). VSCAX return over 5 years is better than : 123.83 vs. NDVUX (43.94).
| NDVUX | VSCAX | NDVUX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.12 | 86% |
| Annual Report Gross Expense Ratio | 0.97 | 1.12 | 87% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -0.527 | 9.188 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 7.49B | 38% |
| Annual Yield % from dividends | 1.48 | 0.32 | 458% |
| Returns for 1 year | -3.99 | 10.21 | -39% |
| Returns for 3 years | 10.70 | 48.11 | 22% |
| Returns for 5 years | 43.94 | 123.83 | 35% |
| Returns for 10 years | 57.45 | 42.55 | 135% |
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