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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$20.08
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
MLVGX vs VFIAX Comparison Chart in %
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MLVGX vs. VFIAX commentary
Dec 04, 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 MLVGX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVGX (345M). VFIAX pays higher dividends than MLVGX: VFIAX (1.11) vs MLVGX (0.27). MLVGX was incepted earlier than VFIAX: MLVGX (12 years) vs VFIAX (25 years). MLVGX (1.69) is less costly to investors than VFIAX (0.04). MLVGX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVGX has a lower initial minimum investment than VFIAX: MLVGX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 12.70 vs. MLVGX (-8.08). VFIAX return over 5 years is better than : 85.88 vs. MLVGX (11.56).
| MLVGX | VFIAX | MLVGX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.141 | 16.106 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.46T | 0% |
| Annual Yield % from dividends | 0.27 | 1.11 | 24% |
| Returns for 1 year | -8.08 | 12.70 | -64% |
| Returns for 3 years | -0.22 | 67.36 | -0% |
| Returns for 5 years | 11.56 | 85.88 | 13% |
| Returns for 10 years | 73.92 | 225.65 | 33% |
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