MLVMX
Price
$19.61
Change
+$0.04 (+0.20%)
Updated
Jul 25 closing price
Net Assets
357.66M
VFIAX
Price
$589.89
Change
+$2.36 (+0.40%)
Updated
Jul 25 closing price
Net Assets
1.49T
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MLVMX vs VFIAX

Header iconMLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAXBanner chart's image
MFS Low Volatility Equity R1
Price$19.61
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVMX vs VFIAX Comparison Chart in %
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MLVMX vs. VFIAX commentary
Jul 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 MLVMX is a Buy and VFIAX is a Buy.

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FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVMX (358M). VFIAX pays higher dividends than MLVMX: VFIAX (1.21) vs MLVMX (0.27). MLVMX was incepted earlier than VFIAX: MLVMX (12 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 : 18.40 vs. MLVMX (-3.30). VFIAX return over 5 years is better than : 98.86 vs. MLVMX (20.80).
MLVMXVFIAXMLVMX / VFIAX
Total Expense Ratio1.640.044,100%
Annual Report Gross Expense Ratio1.690.044,225%
Fund Existence12 years25 years-
Gain YTD6.0048.70869%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.49T0%
Annual Yield % from dividends0.271.2122%
Returns for 1 year-3.3018.40-18%
Returns for 3 years2.1363.073%
Returns for 5 years20.8098.8621%
Returns for 10 years72.84205.5935%
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