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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$21.59
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$549.91
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MLVGX vs VFIAX Comparison Chart
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MLVGX vs. VFIAX commentary
Nov 22, 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 MLVGX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. MLVGX (416M). VFIAX pays higher dividends than MLVGX: VFIAX (1.32) vs MLVGX (0.14). MLVGX was incepted earlier than VFIAX: MLVGX (11 years) vs VFIAX (24 years). MLVGX is a more actively managed with annual turnover of: 39.00 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 : 30.58 vs. MLVGX (16.43). VFIAX return over 5 years is better than : 91.24 vs. MLVGX (32.83).
| MLVGX | VFIAX | MLVGX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 18.056 | 25.032 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 416M | 1.28T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 16.43 | 30.58 | 54% |
| Returns for 3 years | -3.59 | 27.07 | -13% |
| Returns for 5 years | 32.83 | 91.24 | 36% |
| Returns for 10 years | 95.36 | 189.08 | 50% |