Interact to see
Advertisement
Advertisement
MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$19.75
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets354.47M
Vanguard 500 Index Admiral
Price$612.09
Change+$3.01 (+0.49%)
VolumeN/A
Net Assets1.37T
MLVGX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVGX vs. VFIAX commentary
Sep 16, 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: 1.37T vs. MLVGX (354M). VFIAX pays higher dividends than MLVGX: VFIAX (1.16) vs MLVGX (0.23). 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 : 17.08 vs. MLVGX (-5.55). VFIAX return over 5 years is better than : 94.48 vs. MLVGX (19.49).
| 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 | 7.874 | 12.244 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.37T | 0% |
| Annual Yield % from dividends | 0.23 | 1.16 | 20% |
| Returns for 1 year | -5.55 | 17.08 | -32% |
| Returns for 3 years | 4.08 | 69.96 | 6% |
| Returns for 5 years | 19.49 | 94.48 | 21% |
| Returns for 10 years | 82.11 | 237.83 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement