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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$19.12
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVHX vs VFIAX Comparison Chart
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MLVHX vs. VFIAX commentary
Jun 15, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. MLVHX (352M). VFIAX pays higher dividends than MLVHX: VFIAX (1.28) vs MLVHX (1.13). 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 : 10.05 vs. MLVHX (-3.79). VFIAX return over 5 years is better than : 96.35 vs. MLVHX (28.06).
| 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 | 3.136 | 1.894 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 1.13 | 1.28 | 89% |
| Returns for 1 year | -3.79 | 10.05 | -38% |
| Returns for 3 years | 6.77 | 60.00 | 11% |
| Returns for 5 years | 28.06 | 96.35 | 29% |
| Returns for 10 years | 81.43 | 185.18 | 44% |
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