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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$19.70
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets353.13M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
MLVHX vs VFIAX Comparison Chart in %
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MLVHX vs. VFIAX commentary
Aug 17, 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 MLVHX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. MLVHX (353M). MLVHX (1.20) and VFIAX (1.18) have matching dividends . MLVHX was incepted earlier than VFIAX: MLVHX (12 years) vs VFIAX (25 years). MLVHX (0.69) is less costly to investors than VFIAX (0.04). MLVHX is a more actively managed with annual turnover of: 25.00 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 : 16.41 vs. MLVHX (-4.25). VFIAX return over 5 years is better than : 91.33 vs. MLVHX (21.80).
| MLVHX | VFIAX | MLVHX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 6.638 | 9.826 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.33T | 0% |
| Annual Yield % from dividends | 1.20 | 1.18 | 101% |
| Returns for 1 year | -4.25 | 16.41 | -26% |
| Returns for 3 years | -2.31 | 49.89 | -5% |
| Returns for 5 years | 21.80 | 91.33 | 24% |
| Returns for 10 years | 82.37 | 207.61 | 40% |
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