Ad is loading...
MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MLVGX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVGX vs. VFIAX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVGX (397M). 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 : 25.43 vs. MLVGX (2.66). VFIAX return over 5 years is better than : 84.86 vs. MLVGX (10.99).
| 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 | 1.425 | 24.793 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.37T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 2.66 | 25.43 | 10% |
| Returns for 3 years | -12.98 | 28.07 | -46% |
| Returns for 5 years | 10.99 | 84.86 | 13% |
| Returns for 10 years | 64.73 | 186.22 | 35% |
View a ticker or compare two or three
VS
VS
Ad is loading...