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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$17.09
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets326.38M
Vanguard 500 Index Investor
Price$459.88
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
MLVAX vs VFINX Comparison Chart
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MLVAX vs. VFINX commentary
Apr 10, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MLVAX (326M). VFINX pays higher dividends than MLVAX: VFINX (1.24) vs MLVAX (0.91). MLVAX was incepted earlier than VFINX: MLVAX (11 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 : -2.66 vs. MLVAX (-11.43). VFINX return over 5 years is better than : 81.50 vs. MLVAX (20.14).
| MLVAX | VFINX | MLVAX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -6.472 | -13.919 | 46% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.32T | 0% |
| Annual Yield % from dividends | 0.91 | 1.24 | 73% |
| Returns for 1 year | -11.43 | -2.66 | 430% |
| Returns for 3 years | -17.46 | 12.85 | -136% |
| Returns for 5 years | 20.14 | 81.50 | 25% |
| Returns for 10 years | 60.89 | 141.20 | 43% |
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