Interact to see
Advertisement
Advertisement
MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| 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 | 6.004 | 8.708 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.49T | 0% |
| Annual Yield % from dividends | 0.27 | 1.21 | 22% |
| Returns for 1 year | -3.30 | 18.40 | -18% |
| Returns for 3 years | 2.13 | 63.07 | 3% |
| Returns for 5 years | 20.80 | 98.86 | 21% |
| Returns for 10 years | 72.84 | 205.59 | 35% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement