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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$20.11
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVHX vs VFIAX Comparison Chart in %
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MLVHX vs. VFIAX 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 MLVHX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVHX (350M). MLVHX (1.17) and VFIAX (1.14) have matching dividends . MLVHX was incepted earlier than VFIAX: MLVHX (12 years) vs VFIAX (25 years). MLVHX (0.69) is less costly to investors than VFIAX (0.04). MLVHX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVHX has a lower initial minimum investment than VFIAX: MLVHX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.15 vs. MLVHX (-6.61). VFIAX return over 5 years is better than : 91.55 vs. MLVHX (19.73).
| MLVHX | VFIAX | MLVHX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.195 | 13.413 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 1.17 | 1.14 | 103% |
| Returns for 1 year | -6.61 | 14.15 | -47% |
| Returns for 3 years | 12.49 | 79.39 | 16% |
| Returns for 5 years | 19.73 | 91.55 | 22% |
| Returns for 10 years | 92.43 | 228.70 | 40% |
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