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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$18.38
Change-$0.42 (-2.23%)
VolumeN/A
Net Assets356.86M
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
MLVGX vs VFIAX Comparison Chart
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MLVGX vs. VFIAX commentary
Apr 04, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MLVGX (357M). 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 : 8.85 vs. MLVGX (-4.16). VFIAX return over 5 years is better than : 127.96 vs. MLVGX (43.24).
| 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 | 2.177 | -3.588 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.4T | 0% |
| Annual Yield % from dividends | 0.16 | 1.35 | 12% |
| Returns for 1 year | -4.16 | 8.85 | -47% |
| Returns for 3 years | -10.99 | 23.83 | -46% |
| Returns for 5 years | 43.24 | 127.96 | 34% |
| Returns for 10 years | 67.08 | 173.02 | 39% |
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