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MLVTX vs VFIAX
MLVTX vs VFIAX Comparison
Open Charts MLVTX vs VFIAX
MFS Low Volatility Equity R6
Price$17.78
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets338.11M
Vanguard 500 Index Admiral
Price$631.61
Change-$6.77 (-1.06%)
VolumeN/A
Net Assets1.48T
MLVTX vs VFIAX Comparison Chart in %
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MLVTX vs. VFIAX commentary
Dec 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 MLVTX is a Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVTX (338M). MLVTX pays higher dividends than VFIAX: MLVTX (1.22) vs VFIAX (1.11). MLVTX was incepted earlier than VFIAX: MLVTX (12 years) vs VFIAX (25 years). MLVTX (0.61) 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 : 13.47 vs. MLVTX (-4.83). VFIAX return over 5 years is better than : 88.49 vs. MLVTX (16.76).
| MLVTX | VFIAX | MLVTX / VFIAX | |
| Total Expense Ratio | 0.57 | 0.04 | 1,425% |
| Annual Report Gross Expense Ratio | 0.61 | 0.04 | 1,525% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 10.060 | 17.659 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.48T | 0% |
| Annual Yield % from dividends | 1.22 | 1.11 | 110% |
| Returns for 1 year | -4.83 | 13.47 | -36% |
| Returns for 3 years | 4.06 | 73.01 | 6% |
| Returns for 5 years | 16.76 | 88.49 | 19% |
| Returns for 10 years | 95.47 | 241.20 | 40% |