Ad is loading...
MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$17.09
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets326.38M
Vanguard 500 Index Admiral
Price$459.80
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
MLVAX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVAX vs. VFIAX commentary
Apr 10, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MLVAX (326M). VFIAX pays higher dividends than MLVAX: VFIAX (1.35) vs MLVAX (0.91). MLVAX was incepted earlier than VFIAX: MLVAX (11 years) vs VFIAX (24 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 : -2.66 vs. MLVAX (-11.43). VFIAX return over 5 years is better than : 81.49 vs. MLVAX (20.14).
| 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 | 24 years | - |
| Gain YTD | -6.472 | -13.920 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.32T | 0% |
| Annual Yield % from dividends | 0.91 | 1.35 | 68% |
| Returns for 1 year | -11.43 | -2.66 | 430% |
| Returns for 3 years | -17.46 | 12.85 | -136% |
| Returns for 5 years | 20.14 | 81.49 | 25% |
| Returns for 10 years | 60.89 | 141.17 | 43% |