Ad is loading...
MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$17.80
Change-$0.37 (-2.04%)
VolumeN/A
Net Assets340.56M
Vanguard 500 Index Admiral
Price$486.22
Change-$17.34 (-3.44%)
VolumeN/A
Net Assets1.32T
MLVTX vs VFIAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. VFIAX commentary
Apr 11, 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: 1.32T vs. MLVTX (341M). VFIAX pays higher dividends than MLVTX: VFIAX (1.35) vs MLVTX (1.23). MLVTX was incepted earlier than VFIAX: MLVTX (11 years) vs VFIAX (24 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 : -4.34 vs. MLVTX (-5.83). VFIAX return over 5 years is better than : 78.64 vs. MLVTX (27.43).
| 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 | 24 years | - |
| Gain YTD | -2.076 | -15.273 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.32T | 0% |
| Annual Yield % from dividends | 1.23 | 1.35 | 91% |
| Returns for 1 year | -5.83 | -4.34 | 134% |
| Returns for 3 years | -11.74 | 11.08 | -106% |
| Returns for 5 years | 27.43 | 78.64 | 35% |
| Returns for 10 years | 73.46 | 137.38 | 53% |