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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$19.61
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.69M
Vanguard 500 Index Admiral
Price$585.97
Change+$4.24 (+0.73%)
VolumeN/A
Net Assets1.49T
MLVOX vs VFIAX Comparison Chart in %
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MLVOX vs. VFIAX commentary
Aug 07, 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 MLVOX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVOX (351M). VFIAX pays higher dividends than MLVOX: VFIAX (1.18) vs MLVOX (0.73). MLVOX was incepted earlier than VFIAX: MLVOX (12 years) vs VFIAX (25 years). MLVOX (1.19) is less costly to investors than VFIAX (0.04). MLVOX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVOX has a lower initial minimum investment than VFIAX: MLVOX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 20.28 vs. MLVOX (-2.49). VFIAX return over 5 years is better than : 88.05 vs. MLVOX (19.36).
| MLVOX | VFIAX | MLVOX / VFIAX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 5.337 | 7.204 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 1.49T | 0% |
| Annual Yield % from dividends | 0.73 | 1.18 | 61% |
| Returns for 1 year | -2.49 | 20.28 | -12% |
| Returns for 3 years | -0.47 | 52.05 | -1% |
| Returns for 5 years | 19.36 | 88.05 | 22% |
| Returns for 10 years | 80.08 | 203.36 | 39% |
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