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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$19.65
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.14M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVAX vs VFIAX Comparison Chart in %
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MLVAX vs. VFIAX commentary
Jul 26, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVAX (357M). VFIAX pays higher dividends than MLVAX: VFIAX (1.21) vs MLVAX (0.96). 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 : 17.93 vs. MLVAX (-2.58). VFIAX return over 5 years is better than : 98.06 vs. MLVAX (24.38).
| 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 | 6.416 | 8.273 | 78% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.49T | 0% |
| Annual Yield % from dividends | 0.96 | 1.21 | 80% |
| Returns for 1 year | -2.58 | 17.93 | -14% |
| Returns for 3 years | 3.96 | 62.42 | 6% |
| Returns for 5 years | 24.38 | 98.06 | 25% |
| Returns for 10 years | 81.65 | 204.37 | 40% |
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