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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$21.46
Change-$0.21 (-0.97%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
MLVAX vs VFIAX Comparison Chart
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MLVAX vs. VFIAX commentary
Nov 18, 2024
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 StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. MLVAX (415M). VFIAX pays higher dividends than MLVAX: VFIAX (1.32) vs MLVAX (0.83). MLVAX was incepted earlier than VFIAX: MLVAX (11 years) vs VFIAX (24 years). MLVAX is a more actively managed with annual turnover of: 39.00 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 : 30.22 vs. MLVAX (16.81). VFIAX return over 5 years is better than : 88.12 vs. MLVAX (34.89).
| MLVAX | VFIAX | MLVAX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.098 | 23.347 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 1.28T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 63% |
| Returns for 1 year | 16.81 | 30.22 | 56% |
| Returns for 3 years | -4.70 | 24.93 | -19% |
| Returns for 5 years | 34.89 | 88.12 | 40% |
| Returns for 10 years | 104.53 | 187.71 | 56% |
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