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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$18.77
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets390.13M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MLVMX vs VFIAX Comparison Chart
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MLVMX vs. VFIAX commentary
Jan 19, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MLVMX (390M). 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 : 25.54 vs. MLVMX (0.86). VFIAX return over 5 years is better than : 80.23 vs. MLVMX (7.78).
| 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 | 1.241 | 2.010 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.35T | 0% |
| Annual Yield % from dividends | 0.18 | 1.32 | 13% |
| Returns for 1 year | 0.86 | 25.54 | 3% |
| Returns for 3 years | -9.95 | 31.13 | -32% |
| Returns for 5 years | 7.78 | 80.23 | 10% |
| Returns for 10 years | 69.88 | 196.98 | 35% |
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