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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$19.15
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVTX vs VFIAX Comparison Chart
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MLVTX vs. VFIAX commentary
Jun 15, 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 StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. MLVTX (352M). VFIAX pays higher dividends than MLVTX: VFIAX (1.28) vs MLVTX (1.21). 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 : 10.05 vs. MLVTX (-3.70). VFIAX return over 5 years is better than : 96.35 vs. MLVTX (28.55).
| 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 | 3.205 | 1.894 | 169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 1.21 | 1.28 | 95% |
| Returns for 1 year | -3.70 | 10.05 | -37% |
| Returns for 3 years | 7.02 | 60.00 | 12% |
| Returns for 5 years | 28.55 | 96.35 | 30% |
| Returns for 10 years | 82.82 | 185.18 | 45% |
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