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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$18.90
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
Vanguard 500 Index Admiral
Price$540.21
Change-$8.84 (-1.61%)
VolumeN/A
Net Assets1.33T
MLVMX vs VFIAX Comparison Chart
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MLVMX vs. VFIAX commentary
May 22, 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 MLVMX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MLVMX (357M). VFIAX pays higher dividends than MLVMX: VFIAX (1.36) vs MLVMX (0.20). MLVMX was incepted earlier than VFIAX: MLVMX (11 years) vs VFIAX (25 years). MLVMX (1.69) is less costly to investors than VFIAX (0.04). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVMX has a lower initial minimum investment than VFIAX: MLVMX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 11.66 vs. MLVMX (-6.28). VFIAX return over 5 years is better than : 100.87 vs. MLVMX (24.76).
| MLVMX | VFIAX | MLVMX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 11 years | 25 years | - |
| Gain YTD | 2.064 | 1.173 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.34T | 0% |
| Annual Yield % from dividends | 0.20 | 1.36 | 15% |
| Returns for 1 year | -6.28 | 11.66 | -54% |
| Returns for 3 years | -0.16 | 52.32 | -0% |
| Returns for 5 years | 24.76 | 100.87 | 25% |
| Returns for 10 years | 66.97 | 179.59 | 37% |
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