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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVHX vs VFIAX Comparison Chart in %
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MLVHX vs. VFIAX commentary
Jul 27, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVHX (358M). VFIAX (1.21) and MLVHX (1.20) 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 : 18.40 vs. MLVHX (-2.33). VFIAX return over 5 years is better than : 98.86 vs. MLVHX (25.68).
| 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 | 6.583 | 8.708 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.49T | 0% |
| Annual Yield % from dividends | 1.20 | 1.21 | 99% |
| Returns for 1 year | -2.33 | 18.40 | -13% |
| Returns for 3 years | 4.64 | 63.07 | 7% |
| Returns for 5 years | 25.68 | 98.86 | 26% |
| Returns for 10 years | 85.25 | 205.59 | 41% |
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