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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$18.86
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVAX vs VFIAX Comparison Chart
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MLVAX vs. VFIAX commentary
May 23, 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 MLVAX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MLVAX (352M). VFIAX pays higher dividends than MLVAX: VFIAX (1.36) vs MLVAX (0.93). MLVAX was incepted earlier than VFIAX: MLVAX (11 years) vs VFIAX (25 years). MLVAX (0.94) is less costly to investors than VFIAX (0.04). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVAX has a lower initial minimum investment than VFIAX: MLVAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.16 vs. MLVAX (-5.86). VFIAX return over 5 years is better than : 97.64 vs. MLVAX (28.52).
| MLVAX | VFIAX | MLVAX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.330 | -0.456 | -511% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.34T | 0% |
| Annual Yield % from dividends | 0.93 | 1.36 | 68% |
| Returns for 1 year | -5.86 | 10.16 | -58% |
| Returns for 3 years | -0.13 | 47.12 | -0% |
| Returns for 5 years | 28.52 | 97.64 | 29% |
| Returns for 10 years | 74.98 | 175.09 | 43% |
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