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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$18.55
Change-$0.42 (-2.21%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MLVAX vs VFIAX Comparison Chart
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MLVAX vs. VFIAX commentary
Dec 19, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVAX (403M). 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 : 27.64 vs. MLVAX (4.80). VFIAX return over 5 years is better than : 88.64 vs. MLVAX (17.08).
| 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 | 3.780 | 27.303 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.37T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 63% |
| Returns for 1 year | 4.80 | 27.64 | 17% |
| Returns for 3 years | -9.93 | 30.99 | -32% |
| Returns for 5 years | 17.08 | 88.64 | 19% |
| Returns for 10 years | 78.67 | 193.66 | 41% |
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