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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$20.07
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVAX vs VFINX Comparison Chart in %
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MLVAX vs. VFINX commentary
Oct 19, 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 StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVAX (350M). VFINX pays higher dividends than MLVAX: VFINX (1.05) vs MLVAX (0.95). MLVAX was incepted earlier than VFINX: MLVAX (12 years) vs VFINX (49 years). MLVAX (0.94) is less costly to investors than VFINX (0.14). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVAX: VFINX (0) vs MLVAX (1000). VFINX annual gain was more profitable for investors over the last year : 14.15 vs. MLVAX (-6.86). VFINX return over 5 years is better than : 91.55 vs. MLVAX (18.49).
| MLVAX | VFINX | MLVAX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 8.961 | 13.407 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 0.95 | 1.05 | 90% |
| Returns for 1 year | -6.86 | 14.15 | -48% |
| Returns for 3 years | 11.64 | 79.37 | 15% |
| Returns for 5 years | 18.49 | 91.55 | 20% |
| Returns for 10 years | 88.59 | 228.72 | 39% |
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