Interact to see
Advertisement
Advertisement
MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$18.90
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVHX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVHX vs. VFIAX commentary
May 23, 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: 1.34T vs. MLVHX (352M). VFIAX pays higher dividends than MLVHX: VFIAX (1.36) vs MLVHX (1.16). MLVHX was incepted earlier than VFIAX: MLVHX (11 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 : 10.16 vs. MLVHX (-5.62). VFIAX return over 5 years is better than : 97.64 vs. MLVHX (29.85).
| 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 | 25 years | - |
| Gain YTD | 2.435 | -0.456 | -534% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.34T | 0% |
| Annual Yield % from dividends | 1.16 | 1.36 | 86% |
| Returns for 1 year | -5.62 | 10.16 | -55% |
| Returns for 3 years | 0.46 | 47.12 | 1% |
| Returns for 5 years | 29.85 | 97.64 | 31% |
| Returns for 10 years | 78.19 | 175.09 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers