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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$17.12
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets326.38M
Vanguard 500 Index Admiral
Price$459.80
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
MLVHX vs VFIAX Comparison Chart
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MLVHX vs. VFIAX commentary
Apr 10, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MLVHX (326M). VFIAX pays higher dividends than MLVHX: VFIAX (1.35) vs MLVHX (1.15). MLVHX was incepted earlier than VFIAX: MLVHX (11 years) vs VFIAX (24 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 : -2.66 vs. MLVHX (-11.14). VFIAX return over 5 years is better than : 81.49 vs. MLVHX (21.49).
| 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 | 11 years | 24 years | - |
| Gain YTD | -6.358 | -13.920 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.32T | 0% |
| Annual Yield % from dividends | 1.15 | 1.35 | 85% |
| Returns for 1 year | -11.14 | -2.66 | 420% |
| Returns for 3 years | -16.94 | 12.85 | -132% |
| Returns for 5 years | 21.49 | 81.49 | 26% |
| Returns for 10 years | 64.02 | 141.17 | 45% |