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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$18.90
Change-$0.16 (-0.84%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVGX vs VFIAX Comparison Chart
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MLVGX vs. VFIAX commentary
Feb 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 MLVGX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVGX (389M). 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 : 18.28 vs. MLVGX (-2.57). VFIAX return over 5 years is better than : 80.17 vs. MLVGX (7.09).
| 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 | 2.606 | 2.414 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | -2.57 | 18.28 | -14% |
| Returns for 3 years | -4.20 | 39.78 | -11% |
| Returns for 5 years | 7.09 | 80.17 | 9% |
| Returns for 10 years | 66.48 | 184.37 | 36% |
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