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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$18.58
Change-$0.42 (-2.21%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MLVHX vs VFIAX Comparison Chart
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MLVHX vs. VFIAX commentary
Dec 19, 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 MLVHX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVHX (403M). VFIAX pays higher dividends than MLVHX: VFIAX (1.32) vs MLVHX (1.05). MLVHX was incepted earlier than VFIAX: MLVHX (11 years) vs VFIAX (24 years). MLVHX is a more actively managed with annual turnover of: 39.00 vs. VFIAX (2.00). MLVHX has a lower initial minimum investment than VFIAX: MLVHX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.64 vs. MLVHX (5.05). VFIAX return over 5 years is better than : 88.64 vs. MLVHX (18.34).
| MLVHX | VFIAX | MLVHX / 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 | 4.025 | 27.303 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 5.05 | 27.64 | 18% |
| Returns for 3 years | -9.43 | 30.99 | -30% |
| Returns for 5 years | 18.34 | 88.64 | 21% |
| Returns for 10 years | 81.91 | 193.66 | 42% |
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