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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$18.86
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVAX vs VFINX Comparison Chart
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MLVAX vs. VFINX commentary
May 23, 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: 1.34T vs. MLVAX (352M). VFINX pays higher dividends than MLVAX: VFINX (1.25) vs MLVAX (0.93). 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 : 10.16 vs. MLVAX (-5.86). VFINX return over 5 years is better than : 97.65 vs. MLVAX (28.52).
| 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 | 2.330 | -0.468 | -498% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.34T | 0% |
| Annual Yield % from dividends | 0.93 | 1.25 | 74% |
| Returns for 1 year | -5.86 | 10.16 | -58% |
| Returns for 3 years | -0.13 | 47.12 | -0% |
| Returns for 5 years | 28.52 | 97.65 | 29% |
| Returns for 10 years | 74.98 | 175.11 | 43% |
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