MLVTX
Price
$19.72
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
357.66M
VFIAX
Price
$589.89
Change
+$2.36 (+0.40%)
Updated
Jul 25 closing price
Net Assets
1.49T
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MLVTX vs VFIAX

Header iconMLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAXBanner chart's image
MFS Low Volatility Equity R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets357.66M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Jul 27, 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 Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVTX (358M). MLVTX (1.27) and VFIAX (1.21) have matching dividends . MLVTX was incepted earlier than VFIAX: MLVTX (12 years) vs VFIAX (25 years). MLVTX (0.61) is less costly to investors than VFIAX (0.04). MLVTX is a more actively managed with annual turnover of: 25.00 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 : 18.40 vs. MLVTX (-2.20). VFIAX return over 5 years is better than : 98.86 vs. MLVTX (26.16).
MLVTXVFIAXMLVTX / VFIAX
Total Expense Ratio0.570.041,425%
Annual Report Gross Expense Ratio0.610.041,525%
Fund Existence12 years25 years-
Gain YTD6.6738.70877%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.49T0%
Annual Yield % from dividends1.271.21105%
Returns for 1 year-2.2018.40-12%
Returns for 3 years4.9163.078%
Returns for 5 years26.1698.8626%
Returns for 10 years86.53205.5942%
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