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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
Vanguard 500 Index Admiral
Price$579.57
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Jul 06, 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.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T 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 : 13.50 vs. MLVTX (-1.40). VFIAX return over 5 years is better than : 100.86 vs. MLVTX (29.36).
| MLVTX | VFIAX | MLVTX / VFIAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.61 | 0.04 | 1,525% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 5.915 | 6.806 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.43T | 0% |
| Annual Yield % from dividends | 1.27 | 1.21 | 105% |
| Returns for 1 year | -1.40 | 13.50 | -10% |
| Returns for 3 years | 4.93 | 64.35 | 8% |
| Returns for 5 years | 29.36 | 100.86 | 29% |
| Returns for 10 years | 88.77 | 204.00 | 44% |
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