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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$19.96
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.58M
Vanguard 500 Index Investor
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
MLVAX vs VFINX Comparison Chart in %
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MLVAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVAX (356M). VFINX pays higher dividends than MLVAX: VFINX (1.07) vs MLVAX (0.94). 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 : 18.21 vs. MLVAX (-4.64). VFINX return over 5 years is better than : 89.77 vs. MLVAX (20.99).
| 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 | 8.204 | 10.792 | 76% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.37T | 0% |
| Annual Yield % from dividends | 0.94 | 1.07 | 88% |
| Returns for 1 year | -4.64 | 18.21 | -25% |
| Returns for 3 years | 6.20 | 66.39 | 9% |
| Returns for 5 years | 20.99 | 89.77 | 23% |
| Returns for 10 years | 93.33 | 230.12 | 41% |
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