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MLVGX vs VFIAX
MLVGX vs VFIAX Comparison
Open Charts MLVGX vs VFIAX
MFS Low Volatility Equity C
Price$19.80
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVGX vs VFIAX Comparison Chart in %
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MLVGX vs. VFIAX commentary
Nov 14, 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 StrongBuy and VFIAX is a Hold.
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 (0.28). 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 : 14.54 vs. MLVGX (-7.81). VFIAX return over 5 years is better than : 91.22 vs. MLVGX (11.67).
| 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 | 8.706 | 16.653 | 52% |
| 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 | 0.28 | 1.11 | 25% |
| Returns for 1 year | -7.81 | 14.54 | -54% |
| Returns for 3 years | 4.07 | 71.74 | 6% |
| Returns for 5 years | 11.67 | 91.22 | 13% |
| Returns for 10 years | 79.00 | 238.79 | 33% |
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