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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$20.07
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets347.5M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVAX vs VFIAX Comparison Chart in %
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MLVAX vs. VFIAX commentary
Oct 18, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVAX (348M). VFIAX pays higher dividends than MLVAX: VFIAX (1.14) vs MLVAX (0.95). MLVAX was incepted earlier than VFIAX: MLVAX (12 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 : 13.55 vs. MLVAX (-7.60). VFIAX return over 5 years is better than : 90.55 vs. MLVAX (17.55).
| 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 | 12 years | 25 years | - |
| Gain YTD | 8.093 | 12.816 | 63% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 1.41T | 0% |
| Annual Yield % from dividends | 0.95 | 1.14 | 83% |
| Returns for 1 year | -7.60 | 13.55 | -56% |
| Returns for 3 years | 10.75 | 78.45 | 14% |
| Returns for 5 years | 17.55 | 90.55 | 19% |
| Returns for 10 years | 87.08 | 226.97 | 38% |
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