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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$19.07
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVAX vs VFIAX Comparison Chart
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MLVAX vs. VFIAX commentary
Jun 15, 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: 1.43T vs. MLVAX (352M). VFIAX pays higher dividends than MLVAX: VFIAX (1.28) vs MLVAX (0.90). 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 : 10.05 vs. MLVAX (-4.08). VFIAX return over 5 years is better than : 96.35 vs. MLVAX (26.68).
| 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 | 2.978 | 1.894 | 157% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 0.90 | 1.28 | 71% |
| Returns for 1 year | -4.08 | 10.05 | -41% |
| Returns for 3 years | 6.14 | 60.00 | 10% |
| Returns for 5 years | 26.68 | 96.35 | 28% |
| Returns for 10 years | 78.08 | 185.18 | 42% |
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