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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$19.09
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets349.34M
Vanguard 500 Index Admiral
Price$578.27
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
MLVGX vs VFIAX Comparison Chart in %
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MLVGX vs. VFIAX commentary
Jul 17, 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 MLVGX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVGX (349M). VFIAX pays higher dividends than MLVGX: VFIAX (1.21) vs MLVGX (0.24). MLVGX was incepted earlier than VFIAX: MLVGX (12 years) vs VFIAX (25 years). MLVGX (1.69) is less costly to investors than VFIAX (0.04). MLVGX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVGX has a lower initial minimum investment than VFIAX: MLVGX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.25 vs. MLVGX (-8.21). VFIAX return over 5 years is better than : 93.80 vs. MLVGX (17.06).
| MLVGX | VFIAX | MLVGX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.087 | 6.227 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.49T | 0% |
| Annual Yield % from dividends | 0.24 | 1.21 | 20% |
| Returns for 1 year | -8.21 | 10.25 | -80% |
| Returns for 3 years | 0.09 | 61.76 | 0% |
| Returns for 5 years | 17.06 | 93.80 | 18% |
| Returns for 10 years | 65.12 | 193.99 | 34% |
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