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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$19.07
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVAX vs VFINX Comparison Chart
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MLVAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. MLVAX (352M). VFINX pays higher dividends than MLVAX: VFINX (1.18) vs MLVAX (0.90). MLVAX was incepted earlier than VFINX: MLVAX (12 years) vs VFINX (49 years). MLVAX (0.94) is less costly to investors than VFINX (0.14). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVAX: VFINX (0) vs MLVAX (1000). VFINX annual gain was more profitable for investors over the last year : 10.04 vs. MLVAX (-4.08). VFINX return over 5 years is better than : 96.36 vs. MLVAX (26.68).
| MLVAX | VFINX | MLVAX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.978 | 1.876 | 159% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 0.90 | 1.18 | 77% |
| Returns for 1 year | -4.08 | 10.04 | -41% |
| Returns for 3 years | 6.14 | 60.00 | 10% |
| Returns for 5 years | 26.68 | 96.36 | 28% |
| Returns for 10 years | 78.08 | 185.21 | 42% |
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