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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$19.11
Change-$0.10 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
MLVOX vs VFIAX Comparison Chart
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MLVOX vs. VFIAX commentary
Dec 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 MLVOX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVOX (405M). 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 : 27.64 vs. MLVOX (4.62). VFIAX return over 5 years is better than : 88.64 vs. MLVOX (16.87).
| 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 | 3.600 | 27.303 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 1.37T | 0% |
| Annual Yield % from dividends | 0.60 | 1.32 | 46% |
| Returns for 1 year | 4.62 | 27.64 | 17% |
| Returns for 3 years | -9.68 | 30.99 | -31% |
| Returns for 5 years | 16.87 | 88.64 | 19% |
| Returns for 10 years | 80.19 | 193.66 | 41% |
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