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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$18.14
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets342.16M
Vanguard 500 Index Admiral
Price$506.37
Change+$10.05 (+2.02%)
VolumeN/A
Net Assets1.32T
MLVGX vs VFIAX Comparison Chart
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MLVGX vs. VFIAX commentary
Apr 25, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MLVGX (342M). VFIAX pays higher dividends than MLVGX: VFIAX (1.35) vs MLVGX (0.16). MLVGX was incepted earlier than VFIAX: MLVGX (11 years) vs VFIAX (24 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 : 6.05 vs. MLVGX (-6.28). VFIAX return over 5 years is better than : 89.56 vs. MLVGX (22.38).
| 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 | 11 years | 24 years | - |
| Gain YTD | -2.008 | -8.543 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.32T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | -6.28 | 6.05 | -104% |
| Returns for 3 years | -12.07 | 25.22 | -48% |
| Returns for 5 years | 22.38 | 89.56 | 25% |
| Returns for 10 years | 60.52 | 155.34 | 39% |