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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$18.12
Change-$2.04 (-10.12%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Feb 04, 2026
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 MLVTX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVTX (336M). MLVTX pays higher dividends than VFIAX: MLVTX (1.27) vs VFIAX (1.10). MLVTX was incepted earlier than VFIAX: MLVTX (12 years) vs VFIAX (25 years). MLVTX (0.60) is less costly to investors than VFIAX (0.04). MLVTX is a more actively managed with annual turnover of: 23.00 vs. VFIAX (2.00). MLVTX has a lower initial minimum investment than VFIAX: MLVTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. MLVTX (-4.50). VFIAX return over 5 years is better than : 78.94 vs. MLVTX (0.83).
| MLVTX | VFIAX | MLVTX / VFIAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.200 | 1.141 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 1.27 | 1.10 | 116% |
| Returns for 1 year | -4.50 | 15.49 | -29% |
| Returns for 3 years | 4.55 | 67.56 | 7% |
| Returns for 5 years | 0.83 | 78.94 | 1% |
| Returns for 10 years | 80.20 | 268.61 | 30% |
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