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MLVHX vs VFIAX
MLVHX vs VFIAX Comparison
Open Charts MLVHX vs VFIAX
MFS Low Volatility Equity I
Price$17.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets339.11M
Vanguard 500 Index Admiral
Price$639.57
Change-$0.13 (-0.02%)
VolumeN/A
Net Assets1.48T
MLVHX vs VFIAX Comparison Chart in %
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MLVHX vs. VFIAX 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 MLVHX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVHX (339M). MLVHX (1.16) and VFIAX (1.11) 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: 23.00 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 : 14.85 vs. MLVHX (-4.30). VFIAX return over 5 years is better than : 87.47 vs. MLVHX (1.69).
| 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 | -2.860 | 17.879 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 1.16 | 1.11 | 104% |
| Returns for 1 year | -4.30 | 14.85 | -29% |
| Returns for 3 years | 5.25 | 81.35 | 6% |
| Returns for 5 years | 1.69 | 87.47 | 2% |
| Returns for 10 years | 66.41 | 234.28 | 28% |
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