Interact to see
Advertisement
Advertisement
MLVAX vs VFINX
MLVAX vs VFINX Comparison
Open Charts MLVAX vs VFINX
MFS Low Volatility Equity A
Price$18.05
Change-$2.04 (-10.15%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVAX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVAX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVAX (336M). VFINX (1.01) and MLVAX (0.96) have matching dividends . MLVAX was incepted earlier than VFINX: MLVAX (12 years) vs VFINX (49 years). MLVAX (0.93) 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 : 15.48 vs. MLVAX (-4.83). VFINX return over 5 years is better than : 78.93 vs. MLVAX (-0.61).
| MLVAX | VFINX | MLVAX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.93 | 0.14 | 664% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.151 | 1.131 | 190% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 0.96 | 1.01 | 95% |
| Returns for 1 year | -4.83 | 15.48 | -31% |
| Returns for 3 years | 3.36 | 67.54 | 5% |
| Returns for 5 years | -0.61 | 78.93 | -1% |
| Returns for 10 years | 75.14 | 268.63 | 28% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers