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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$19.64
Change-$0.16 (-0.81%)
VolumeN/A
Net Assets354.41M
Vanguard 500 Index Admiral
Price$595.21
Change-$2.54 (-0.42%)
VolumeN/A
Net Assets1.33T
MLVGX vs VFIAX Comparison Chart in %
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MLVGX vs. VFIAX commentary
Aug 27, 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: 1.33T vs. MLVGX (354M). VFIAX pays higher dividends than MLVGX: VFIAX (1.18) vs MLVGX (0.24). MLVGX was incepted earlier than VFIAX: MLVGX (12 years) vs VFIAX (25 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 : 14.83 vs. MLVGX (-5.60). VFIAX return over 5 years is better than : 85.96 vs. MLVGX (16.38).
| 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 | 12 years | 25 years | - |
| Gain YTD | 7.711 | 10.156 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.33T | 0% |
| Annual Yield % from dividends | 0.24 | 1.18 | 20% |
| Returns for 1 year | -5.60 | 14.83 | -38% |
| Returns for 3 years | 1.64 | 59.43 | 3% |
| Returns for 5 years | 16.38 | 85.96 | 19% |
| Returns for 10 years | 80.69 | 225.10 | 36% |
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