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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$21.40
Change-$0.22 (-1.02%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$542.50
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
MLVMX vs VFIAX Comparison Chart
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MLVMX vs. VFIAX commentary
Nov 18, 2024
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 MLVMX is a StrongBuy and VFIAX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.28T vs. MLVMX (415M). VFIAX pays higher dividends than MLVMX: VFIAX (1.32) vs MLVMX (0.18). MLVMX was incepted earlier than VFIAX: MLVMX (11 years) vs VFIAX (24 years). MLVMX is a more actively managed with annual turnover of: 39.00 vs. VFIAX (2.00). MLVMX has a lower initial minimum investment than VFIAX: MLVMX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 30.22 vs. MLVMX (15.90). VFIAX return over 5 years is better than : 88.12 vs. MLVMX (30.94).
| MLVMX | VFIAX | MLVMX / 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 | 16.307 | 23.347 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 1.28T | 0% |
| Annual Yield % from dividends | 0.18 | 1.32 | 13% |
| Returns for 1 year | 15.90 | 30.22 | 53% |
| Returns for 3 years | -6.09 | 24.93 | -24% |
| Returns for 5 years | 30.94 | 88.12 | 35% |
| Returns for 10 years | 95.46 | 187.71 | 51% |
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