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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$19.83
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets352.36M
Vanguard 500 Index Admiral
Price$592.51
Change-$3.44 (-0.58%)
VolumeN/A
Net Assets1.33T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Aug 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. MLVTX (352M). MLVTX pays higher dividends than VFIAX: MLVTX (1.27) vs VFIAX (1.18). 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 : 15.03 vs. MLVTX (-4.41). VFIAX return over 5 years is better than : 90.53 vs. MLVTX (22.53).
| 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 | 7.268 | 9.824 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.33T | 0% |
| Annual Yield % from dividends | 1.27 | 1.18 | 107% |
| Returns for 1 year | -4.41 | 15.03 | -29% |
| Returns for 3 years | -0.70 | 52.55 | -1% |
| Returns for 5 years | 22.53 | 90.53 | 25% |
| Returns for 10 years | 93.71 | 227.20 | 41% |
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