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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$18.92
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets350.1M
Vanguard 500 Index Admiral
Price$536.38
Change-$3.60 (-0.67%)
VolumeN/A
Net Assets1.33T
MLVTX vs VFIAX Comparison Chart
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MLVTX vs. VFIAX commentary
May 25, 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: 1.34T vs. MLVTX (350M). VFIAX pays higher dividends than MLVTX: VFIAX (1.36) vs MLVTX (1.25). MLVTX was incepted earlier than VFIAX: MLVTX (11 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 : 10.19 vs. MLVTX (-4.96). VFIAX return over 5 years is better than : 96.24 vs. MLVTX (29.66).
| 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 | 11 years | 25 years | - |
| Gain YTD | 1.965 | -1.162 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.34T | 0% |
| Annual Yield % from dividends | 1.25 | 1.36 | 92% |
| Returns for 1 year | -4.96 | 10.19 | -49% |
| Returns for 3 years | 0.03 | 47.27 | 0% |
| Returns for 5 years | 29.66 | 96.24 | 31% |
| Returns for 10 years | 80.15 | 175.96 | 46% |
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