Interact to see
Advertisement
Advertisement
MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$17.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets339.11M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MLVAX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVAX vs. VFIAX commentary
Dec 27, 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 MLVAX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVAX (339M). VFIAX pays higher dividends than MLVAX: VFIAX (1.11) vs MLVAX (0.94). MLVAX was incepted earlier than VFIAX: MLVAX (12 years) vs VFIAX (25 years). MLVAX (0.94) is less costly to investors than VFIAX (0.04). MLVAX is a more actively managed with annual turnover of: 23.00 vs. VFIAX (2.00). MLVAX has a lower initial minimum investment than VFIAX: MLVAX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.85 vs. MLVAX (-4.53). VFIAX return over 5 years is better than : 87.47 vs. MLVAX (0.66).
| MLVAX | VFIAX | MLVAX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -3.091 | 17.879 | -17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 0.94 | 1.11 | 85% |
| Returns for 1 year | -4.53 | 14.85 | -31% |
| Returns for 3 years | 4.44 | 81.35 | 5% |
| Returns for 5 years | 0.66 | 87.47 | 1% |
| Returns for 10 years | 63.04 | 234.28 | 27% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers