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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$18.24
Change+$1.03 (+5.98%)
VolumeN/A
Net Assets321.54M
Vanguard 500 Index Admiral
Price$503.56
Change+$43.76 (+9.52%)
VolumeN/A
Net Assets1.32T
MLVOX vs VFIAX Comparison Chart
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MLVOX vs. VFIAX commentary
Apr 10, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MLVOX (322M). VFIAX pays higher dividends than MLVOX: VFIAX (1.35) vs MLVOX (0.66). MLVOX was incepted earlier than VFIAX: MLVOX (11 years) vs VFIAX (24 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 : -4.34 vs. MLVOX (-12.66). VFIAX return over 5 years is better than : 78.64 vs. MLVOX (18.27).
| 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 | 11 years | 24 years | - |
| Gain YTD | -7.762 | -15.273 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 322M | 1.32T | 0% |
| Annual Yield % from dividends | 0.66 | 1.35 | 49% |
| Returns for 1 year | -12.66 | -4.34 | 292% |
| Returns for 3 years | -18.48 | 11.08 | -167% |
| Returns for 5 years | 18.27 | 78.64 | 23% |
| Returns for 10 years | 59.63 | 137.38 | 43% |
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