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NDVVX vs VSCAX
NDVVX vs VSCAX Comparison
Open Charts NDVVX vs VSCAX
MFS New Discovery Value R6
Price$17.16
Change-$0.03 (-0.17%)
VolumeN/A
Net Assets2.56B
Invesco Small Cap Value A
Price$25.00
Change+$0.16 (+0.64%)
VolumeN/A
Net Assets7.36B
NDVVX vs VSCAX Comparison Chart in %
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NDVVX vs. VSCAX commentary
Nov 20, 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 NDVVX is a Hold and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.36B vs. NDVVX (2.56B). NDVVX pays higher dividends than VSCAX: NDVVX (1.63) vs VSCAX (0.32). NDVVX was incepted earlier than VSCAX: NDVVX (13 years) vs VSCAX (26 years). VSCAX (1.10) is less costly to investors than NDVVX (0.87). VSCAX is a more actively managed with annual turnover of: 52.00 vs. NDVVX (34.00). NDVVX has a lower initial minimum investment than VSCAX: NDVVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : -3.38 vs. NDVVX (-13.30). VSCAX return over 5 years is better than : 77.11 vs. NDVVX (15.37).
| NDVVX | VSCAX | NDVVX / VSCAX | |
| Total Expense Ratio | 0.86 | 1.10 | 78% |
| Annual Report Gross Expense Ratio | 0.87 | 1.10 | 79% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -5.983 | 6.338 | -94% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.56B | 7.36B | 35% |
| Annual Yield % from dividends | 1.63 | 0.32 | 512% |
| Returns for 1 year | -13.30 | -3.38 | 394% |
| Returns for 3 years | -1.35 | 31.70 | -4% |
| Returns for 5 years | 15.37 | 77.11 | 20% |
| Returns for 10 years | 43.03 | 35.49 | 121% |
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