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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$19.00
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets395.14M
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVGX vs VFIAX Comparison Chart
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MLVGX vs. VFIAX commentary
Jan 24, 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: 1.35T vs. MLVGX (395M). 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 : 25.22 vs. MLVGX (1.07). VFIAX return over 5 years is better than : 84.80 vs. MLVGX (9.18).
| 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 | 2.660 | 3.541 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.35T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 1.07 | 25.22 | 4% |
| Returns for 3 years | -6.75 | 38.51 | -18% |
| Returns for 5 years | 9.18 | 84.80 | 11% |
| Returns for 10 years | 68.60 | 197.09 | 35% |