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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$19.14
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVTX vs VFIAX Comparison Chart
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MLVTX vs. VFIAX commentary
Feb 23, 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: 1.41T vs. MLVTX (389M). VFIAX pays higher dividends than MLVTX: VFIAX (1.32) vs MLVTX (1.13). MLVTX was incepted earlier than VFIAX: MLVTX (11 years) vs VFIAX (24 years). MLVTX is a more actively managed with annual turnover of: 39.00 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 : 18.28 vs. MLVTX (-1.37). VFIAX return over 5 years is better than : 80.17 vs. MLVTX (12.16).
| MLVTX | VFIAX | MLVTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.793 | 2.414 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 1.13 | 1.32 | 85% |
| Returns for 1 year | -1.37 | 18.28 | -7% |
| Returns for 3 years | -1.89 | 39.78 | -5% |
| Returns for 5 years | 12.16 | 80.17 | 15% |
| Returns for 10 years | 80.68 | 184.37 | 44% |
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