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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$19.91
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
Vanguard 500 Index Admiral
Price$613.90
Change+$2.31 (+0.38%)
VolumeN/A
Net Assets1.46T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Nov 20, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVTX (342M). MLVTX pays higher dividends than VFIAX: MLVTX (1.26) vs VFIAX (1.11). 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 : 11.89 vs. MLVTX (-6.22). VFIAX return over 5 years is better than : 86.13 vs. MLVTX (16.10).
| 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 | 8.052 | 12.722 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.46T | 0% |
| Annual Yield % from dividends | 1.26 | 1.11 | 113% |
| Returns for 1 year | -6.22 | 11.89 | -52% |
| Returns for 3 years | 4.55 | 66.98 | 7% |
| Returns for 5 years | 16.10 | 86.13 | 19% |
| Returns for 10 years | 86.86 | 216.78 | 40% |
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