Ad is loading...
MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$21.73
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$552.97
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
MLVGX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVGX vs. VFIAX commentary
Nov 14, 2024
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: 1.28T vs. MLVGX (424M). 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 : 33.16 vs. MLVGX (18.53). VFIAX return over 5 years is better than : 91.75 vs. MLVGX (33.53).
| 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 | 18.822 | 25.728 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 1.28T | 0% |
| Annual Yield % from dividends | 0.14 | 1.32 | 11% |
| Returns for 1 year | 18.53 | 33.16 | 56% |
| Returns for 3 years | -3.90 | 27.84 | -14% |
| Returns for 5 years | 33.53 | 91.75 | 37% |
| Returns for 10 years | 98.39 | 195.05 | 50% |