# MFS New Discovery Value R4 (NDVUX)

> Source: Nexqual · https://nexqual.com/NDVUX · data as of 2026-10-24 00:03 UTC · cite as "Nexqual, MFS New Discovery Value R4 (NDVUX), nexqual.com/NDVUX" · informational, not investment advice.

**Price:** USD 17.92 (+0.00% on the day) · last close of Oct 23, 2026; US market closed, not a live price. Prev close 17.92 · day 17.92–17.92 · 52w 16.6–19.49 · market cap null · NAS

## Key facts
- Total return with dividends: 1Y +10.0% vs S&P 500 +13.4%; 5Y +25.0% vs S&P 500 +76.9%.

## Total return (dividends reinvested)
|  | 1Y (from 2025-10-24) | 5Y (from 2021-10-25) |
|---|---|---|
| Total return | +10.0% | +25.0% |
| S&P 500 (SPY) | +13.4% | +76.9% |
| Per year | +10.1% | +4.6% |
| Volatility (annualized) | 14.9% | 19.1% |
| Max drawdown | -10.8% (Feb 2026→Mar 2026) | -23.1% (Nov 2021→Sep 2022) |

## Peers
NDVVX (MFS New Discovery Value Fund Cl) USD 17.96 +0.00% · VSRAX (Invesco Small Cap Value Fund Cl) USD 30.11 -0.00% · NDVRX (MFS New Discovery Value Fd Cl R) USD 15.95 +0.00% · NDVIX (MFS New Discovery Value Fd Cl I) USD 17.87 -0.00% · NDVTX (MFS New Discovery Value Fd Cl R) USD 17.67 -0.00%

## More
Full page: https://nexqual.com/NDVUX · Free keyless MCP server with the same data and citations: https://mcp.nexqual.com/mcp · Guide for agents: https://nexqual.com/agents · https://nexqual.com/llms.txt