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MLVAX vs VFIAX
MLVAX vs VFIAX Comparison
Open Charts MLVAX vs VFIAX
MFS Low Volatility Equity A
Price$18.05
Change-$2.04 (-10.15%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MLVAX vs VFIAX Comparison Chart in %
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MLVAX vs. VFIAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVAX (336M). VFIAX pays higher dividends than MLVAX: VFIAX (1.10) vs MLVAX (0.96). MLVAX was incepted earlier than VFIAX: MLVAX (12 years) vs VFIAX (25 years). MLVAX (0.93) 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 : 15.49 vs. MLVAX (-4.83). VFIAX return over 5 years is better than : 78.94 vs. MLVAX (-0.61).
| MLVAX | VFIAX | MLVAX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.151 | 1.141 | 188% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 0.96 | 1.10 | 87% |
| Returns for 1 year | -4.83 | 15.49 | -31% |
| Returns for 3 years | 3.36 | 67.56 | 5% |
| Returns for 5 years | -0.61 | 78.94 | -1% |
| Returns for 10 years | 75.14 | 268.61 | 28% |
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