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MLVOX vs VFIAX
MLVOX vs VFIAX Comparison
Open Charts MLVOX vs VFIAX
MFS Low Volatility Equity R2
Price$20.30
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets347.72M
Vanguard 500 Index Admiral
Price$632.92
Change+$0.42 (+0.07%)
VolumeN/A
Net Assets1.46T
MLVOX vs VFIAX Comparison Chart in %
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MLVOX 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 MLVOX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVOX (348M). VFIAX pays higher dividends than MLVOX: VFIAX (1.11) vs MLVOX (0.74). MLVOX was incepted earlier than VFIAX: MLVOX (12 years) vs VFIAX (25 years). MLVOX (1.19) is less costly to investors than VFIAX (0.04). MLVOX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVOX has a lower initial minimum investment than VFIAX: MLVOX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. MLVOX (-7.18). VFIAX return over 5 years is better than : 91.22 vs. MLVOX (15.08).
| MLVOX | VFIAX | MLVOX / VFIAX | |
| Total Expense Ratio | 1.14 | 0.04 | 2,850% |
| Annual Report Gross Expense Ratio | 1.19 | 0.04 | 2,975% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.249 | 16.653 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 348M | 1.46T | 0% |
| Annual Yield % from dividends | 0.74 | 1.11 | 66% |
| Returns for 1 year | -7.18 | 14.54 | -49% |
| Returns for 3 years | 6.12 | 71.74 | 9% |
| Returns for 5 years | 15.08 | 91.22 | 17% |
| Returns for 10 years | 90.34 | 238.79 | 38% |
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