Interact to see
Advertisement
Advertisement
MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$18.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets352.92M
Vanguard 500 Index Admiral
Price$549.24
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
MLVGX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVGX vs. VFIAX commentary
Jun 07, 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: 1.43T vs. MLVGX (353M). VFIAX pays higher dividends than MLVGX: VFIAX (1.28) vs MLVGX (0.16). 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 : 11.55 vs. MLVGX (-4.81). VFIAX return over 5 years is better than : 86.77 vs. MLVGX (17.28).
| 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 | 2.829 | 1.737 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.43T | 0% |
| Annual Yield % from dividends | 0.16 | 1.28 | 12% |
| Returns for 1 year | -4.81 | 11.55 | -42% |
| Returns for 3 years | -3.70 | 44.88 | -8% |
| Returns for 5 years | 17.28 | 86.77 | 20% |
| Returns for 10 years | 70.07 | 187.20 | 37% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement