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NDVUX vs VSIAX
NDVUX vs VSIAX Comparison
Open Charts NDVUX vs VSIAX
MFS New Discovery Value R4
Price$18.40
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Value Index Admiral
Price$90.50
Change-$0.12 (-0.13%)
VolumeN/A
Net Assets59.22B
NDVUX vs VSIAX Comparison Chart in %
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NDVUX vs. VSIAX 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 VSIAX is a Buy.
FUNDAMENTALS
Fundamentals
VSIAX has more cash in the bank: 59.2B vs. NDVUX (2.88B). VSIAX pays higher dividends than NDVUX: VSIAX (1.97) vs NDVUX (1.48). NDVUX was incepted earlier than VSIAX: NDVUX (14 years) vs VSIAX (14 years). NDVUX (0.97) is less costly to investors than VSIAX (0.07). NDVUX is a more actively managed with annual turnover of: 34.00 vs. VSIAX (16.00). NDVUX has a lower initial minimum investment than VSIAX: NDVUX (0) vs VSIAX (3000). VSIAX annual gain was more profitable for investors over the last year : 11.81 vs. NDVUX (0.81). VSIAX return over 5 years is better than : 88.78 vs. NDVUX (44.40).
| NDVUX | VSIAX | NDVUX / VSIAX | |
| Total Expense Ratio | 0.96 | 0.07 | 1,371% |
| Annual Report Gross Expense Ratio | 0.97 | 0.07 | 1,386% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 1.065 | 6.707 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 59.2B | 5% |
| Annual Yield % from dividends | 1.48 | 1.97 | 75% |
| Returns for 1 year | 0.81 | 11.81 | 7% |
| Returns for 3 years | 7.31 | 30.71 | 24% |
| Returns for 5 years | 44.40 | 88.78 | 50% |
| Returns for 10 years | 59.08 | 118.74 | 50% |
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