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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$19.38
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets392.24M
Vanguard 500 Index Admiral
Price$540.91
Change-$9.64 (-1.75%)
VolumeN/A
Net Assets1.41T
MLVOX vs VFIAX Comparison Chart
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MLVOX vs. VFIAX commentary
Mar 04, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVOX (392M). VFIAX pays higher dividends than MLVOX: VFIAX (1.32) vs MLVOX (0.60). MLVOX was incepted earlier than VFIAX: MLVOX (11 years) vs VFIAX (24 years). MLVOX is a more actively managed with annual turnover of: 39.00 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 : 16.89 vs. MLVOX (-0.61). VFIAX return over 5 years is better than : 101.52 vs. MLVOX (25.73).
| MLVOX | VFIAX | MLVOX / 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 | 4.011 | 1.435 | 279% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 392M | 1.41T | 0% |
| Annual Yield % from dividends | 0.60 | 1.32 | 46% |
| Returns for 1 year | -0.61 | 16.89 | -4% |
| Returns for 3 years | -1.69 | 38.35 | -4% |
| Returns for 5 years | 25.73 | 101.52 | 25% |
| Returns for 10 years | 80.54 | 182.58 | 44% |
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