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NDVVX vs VSCAX
NDVVX vs VSCAX Comparison
Open Charts NDVVX vs VSCAX
MFS New Discovery Value R6
Price$18.06
Change-$0.19 (-1.04%)
VolumeN/A
Net Assets2.8B
Invesco Small Cap Value A
Price$26.06
Change-$0.41 (-1.55%)
VolumeN/A
Net Assets7.61B
NDVVX vs VSCAX Comparison Chart in %
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NDVVX vs. VSCAX commentary
Oct 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 NDVVX is a Hold and VSCAX is a Buy.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.61B vs. NDVVX (2.8B). NDVVX pays higher dividends than VSCAX: NDVVX (1.60) vs VSCAX (0.32). NDVVX was incepted earlier than VSCAX: NDVVX (13 years) vs VSCAX (26 years). VSCAX (1.12) 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 : 8.93 vs. NDVVX (-2.76). VSCAX return over 5 years is better than : 113.52 vs. NDVVX (37.16).
| NDVVX | VSCAX | NDVVX / VSCAX | |
| Total Expense Ratio | 0.86 | 1.12 | 77% |
| Annual Report Gross Expense Ratio | 0.87 | 1.12 | 78% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -0.011 | 12.590 | -0% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 7.61B | 37% |
| Annual Yield % from dividends | 1.60 | 0.32 | 506% |
| Returns for 1 year | -2.76 | 8.93 | -31% |
| Returns for 3 years | 17.08 | 58.14 | 29% |
| Returns for 5 years | 37.16 | 113.52 | 33% |
| Returns for 10 years | 52.48 | 42.92 | 122% |
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