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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$18.55
Change-$0.42 (-2.21%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
MLVAX vs VFINX Comparison Chart
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MLVAX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVAX (403M). VFINX pays higher dividends than MLVAX: VFINX (1.24) vs MLVAX (0.83). MLVAX was incepted earlier than VFINX: MLVAX (11 years) vs VFINX (48 years). MLVAX is a more actively managed with annual turnover of: 39.00 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 : 27.63 vs. MLVAX (4.80). VFINX return over 5 years is better than : 88.65 vs. MLVAX (17.08).
| MLVAX | VFINX | MLVAX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 3.780 | 27.275 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.37T | 0% |
| Annual Yield % from dividends | 0.83 | 1.24 | 67% |
| Returns for 1 year | 4.80 | 27.63 | 17% |
| Returns for 3 years | -9.93 | 30.99 | -32% |
| Returns for 5 years | 17.08 | 88.65 | 19% |
| Returns for 10 years | 78.67 | 193.62 | 41% |
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