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NDVUX vs VSCAX
NDVUX vs VSCAX Comparison
Open Charts NDVUX vs VSCAX
MFS New Discovery Value R4
Price$18.04
Change+$0.09 (+0.50%)
VolumeN/A
Net Assets2.67B
Invesco Small Cap Value A
Price$26.46
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets7.75B
NDVUX vs VSCAX Comparison Chart in %
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NDVUX vs. VSCAX commentary
Nov 27, 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 Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.76B vs. NDVUX (2.67B). NDVUX pays higher dividends than VSCAX: NDVUX (1.53) vs VSCAX (0.32). NDVUX was incepted earlier than VSCAX: NDVUX (15 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 : -0.90 vs. NDVUX (-12.38). VSCAX return over 5 years is better than : 78.22 vs. NDVUX (18.63).
| NDVUX | VSCAX | NDVUX / VSCAX | |
| Total Expense Ratio | 0.96 | 1.10 | 87% |
| Annual Report Gross Expense Ratio | 0.97 | 1.10 | 88% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | -1.020 | 12.548 | -8% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 7.76B | 34% |
| Annual Yield % from dividends | 1.53 | 0.32 | 482% |
| Returns for 1 year | -12.38 | -0.90 | 1,371% |
| Returns for 3 years | 2.86 | 37.18 | 8% |
| Returns for 5 years | 18.63 | 78.22 | 24% |
| Returns for 10 years | 50.42 | 39.95 | 126% |
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