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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$19.03
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVMX vs VFIAX Comparison Chart
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MLVMX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVMX (389M). VFIAX pays higher dividends than MLVMX: VFIAX (1.32) vs MLVMX (0.18). MLVMX was incepted earlier than VFIAX: MLVMX (11 years) vs VFIAX (24 years). MLVMX is a more actively managed with annual turnover of: 39.00 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 : 20.33 vs. MLVMX (-2.45). VFIAX return over 5 years is better than : 83.30 vs. MLVMX (7.38).
| MLVMX | VFIAX | MLVMX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 2.643 | 4.188 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 0.18 | 1.32 | 13% |
| Returns for 1 year | -2.45 | 20.33 | -12% |
| Returns for 3 years | -3.98 | 42.20 | -9% |
| Returns for 5 years | 7.38 | 83.30 | 9% |
| Returns for 10 years | 68.51 | 189.29 | 36% |
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