Ad is loading...
MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$19.29
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets392.91M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVHX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVHX vs. VFIAX commentary
Jan 31, 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: 1.35T vs. MLVHX (393M). 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 : 24.73 vs. MLVHX (2.94). VFIAX return over 5 years is better than : 87.32 vs. MLVHX (16.48).
| 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 | 3.710 | 2.751 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 2.94 | 24.73 | 12% |
| Returns for 3 years | -5.27 | 33.85 | -16% |
| Returns for 5 years | 16.48 | 87.32 | 19% |
| Returns for 10 years | 86.49 | 199.28 | 43% |
View a ticker or compare two or three
VS
VS
Ad is loading...