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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$19.98
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
MLVAX vs VFIAX Comparison Chart in %
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MLVAX vs. VFIAX commentary
Sep 06, 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: 1.37T vs. MLVAX (356M). VFIAX pays higher dividends than MLVAX: VFIAX (1.16) vs MLVAX (0.94). 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 : 18.21 vs. MLVAX (-4.64). VFIAX return over 5 years is better than : 89.77 vs. MLVAX (20.99).
| 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 | 8.204 | 10.810 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.37T | 0% |
| Annual Yield % from dividends | 0.94 | 1.16 | 81% |
| Returns for 1 year | -4.64 | 18.21 | -25% |
| Returns for 3 years | 6.20 | 66.40 | 9% |
| Returns for 5 years | 20.99 | 89.77 | 23% |
| Returns for 10 years | 93.33 | 230.08 | 41% |
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