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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$19.93
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
MLVMX vs VFIAX Comparison Chart in %
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MLVMX vs. VFIAX commentary
Sep 07, 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: 1.37T vs. MLVMX (356M). VFIAX pays higher dividends than MLVMX: VFIAX (1.16) vs MLVMX (0.26). 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 : 18.21 vs. MLVMX (-5.31). VFIAX return over 5 years is better than : 89.77 vs. MLVMX (17.53).
| 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 | 12 years | 25 years | - |
| Gain YTD | 7.734 | 10.810 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.37T | 0% |
| Annual Yield % from dividends | 0.26 | 1.16 | 23% |
| Returns for 1 year | -5.31 | 18.21 | -29% |
| Returns for 3 years | 4.34 | 66.40 | 7% |
| Returns for 5 years | 17.53 | 89.77 | 20% |
| Returns for 10 years | 84.04 | 230.08 | 37% |
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