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MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$17.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets339.11M
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
MLVAX vs VFINX Comparison Chart in %
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MLVAX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVAX (339M). VFINX pays higher dividends than MLVAX: VFINX (1.02) vs MLVAX (0.94). 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: 23.00 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 : 14.84 vs. MLVAX (-4.53). VFINX return over 5 years is better than : 87.51 vs. MLVAX (0.66).
| 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 | -3.091 | 17.904 | -17% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 0.94 | 1.02 | 92% |
| Returns for 1 year | -4.53 | 14.84 | -31% |
| Returns for 3 years | 4.44 | 80.65 | 6% |
| Returns for 5 years | 0.66 | 87.51 | 1% |
| Returns for 10 years | 63.04 | 237.26 | 27% |