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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$18.58
Change-$0.09 (-0.48%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.51
Change+$3.08 (+0.56%)
VolumeN/A
CapitalizationN/A
MLVTX vs VFIAX Comparison Chart
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MLVTX vs. VFIAX commentary
Jan 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 MLVTX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVTX (396M). VFIAX pays higher dividends than MLVTX: VFIAX (1.32) vs MLVTX (1.13). MLVTX was incepted earlier than VFIAX: MLVTX (11 years) vs VFIAX (24 years). MLVTX is a more actively managed with annual turnover of: 39.00 vs. VFIAX (2.00). MLVTX has a lower initial minimum investment than VFIAX: MLVTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 26.84 vs. MLVTX (2.64). VFIAX return over 5 years is better than : 83.86 vs. MLVTX (15.47).
| MLVTX | VFIAX | MLVTX / 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 | 0.269 | 1.045 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 396M | 1.37T | 0% |
| Annual Yield % from dividends | 1.13 | 1.32 | 85% |
| Returns for 1 year | 2.64 | 26.84 | 10% |
| Returns for 3 years | -12.88 | 24.09 | -53% |
| Returns for 5 years | 15.47 | 83.86 | 18% |
| Returns for 10 years | 83.18 | 197.24 | 42% |
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