Interact to see
Advertisement
Advertisement
MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$19.39
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets349.34M
Vanguard 500 Index Admiral
Price$581.37
Change+$3.10 (+0.54%)
VolumeN/A
Net Assets1.49T
MLVOX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVOX vs. VFIAX commentary
Jul 18, 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: 1.49T vs. MLVOX (349M). VFIAX pays higher dividends than MLVOX: VFIAX (1.21) 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 : 12.16 vs. MLVOX (-7.66). VFIAX return over 5 years is better than : 94.42 vs. MLVOX (20.53).
| 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 | 3.350 | 6.566 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.49T | 0% |
| Annual Yield % from dividends | 0.73 | 1.21 | 60% |
| Returns for 1 year | -7.66 | 12.16 | -63% |
| Returns for 3 years | 1.96 | 63.65 | 3% |
| Returns for 5 years | 20.53 | 94.42 | 22% |
| Returns for 10 years | 75.63 | 194.71 | 39% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers