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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$19.34
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets352.92M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
MLVOX vs VFIAX Comparison Chart
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MLVOX vs. VFIAX commentary
Jun 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. MLVOX (353M). VFIAX pays higher dividends than MLVOX: VFIAX (1.28) vs MLVOX (0.65). 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 : 10.99 vs. MLVOX (-4.16). VFIAX return over 5 years is better than : 85.80 vs. MLVOX (20.68).
| 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 | 2.957 | 1.208 | 245% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.43T | 0% |
| Annual Yield % from dividends | 0.65 | 1.28 | 51% |
| Returns for 1 year | -4.16 | 10.99 | -38% |
| Returns for 3 years | -2.73 | 42.76 | -6% |
| Returns for 5 years | 20.68 | 85.80 | 24% |
| Returns for 10 years | 80.68 | 185.59 | 43% |
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