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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$19.15
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets355.99M
Vanguard 500 Index Admiral
Price$557.05
Change-$1.53 (-0.27%)
VolumeN/A
Net Assets1.43T
MLVMX vs VFIAX Comparison Chart
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MLVMX vs. VFIAX commentary
Jun 12, 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: 1.43T vs. MLVMX (356M). VFIAX pays higher dividends than MLVMX: VFIAX (1.28) vs MLVMX (0.20). 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 : 12.38 vs. MLVMX (-3.89). VFIAX return over 5 years is better than : 98.35 vs. MLVMX (24.29).
| 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 | 3.738 | 2.929 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.43T | 0% |
| Annual Yield % from dividends | 0.20 | 1.28 | 16% |
| Returns for 1 year | -3.89 | 12.38 | -31% |
| Returns for 3 years | 1.69 | 54.83 | 3% |
| Returns for 5 years | 24.29 | 98.35 | 25% |
| Returns for 10 years | 71.78 | 188.39 | 38% |
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