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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$19.35
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets349.34M
Vanguard 500 Index Admiral
Price$578.27
Change+$1.84 (+0.32%)
VolumeN/A
Net Assets1.49T
MLVPX vs VFIAX Comparison Chart in %
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MLVPX vs. VFIAX commentary
Jul 17, 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 MLVPX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVPX (349M). VFIAX pays higher dividends than MLVPX: VFIAX (1.21) vs MLVPX (0.96). MLVPX was incepted earlier than VFIAX: MLVPX (12 years) vs VFIAX (25 years). MLVPX (0.94) is less costly to investors than VFIAX (0.04). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVPX has a lower initial minimum investment than VFIAX: MLVPX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.25 vs. MLVPX (-7.45). VFIAX return over 5 years is better than : 93.80 vs. MLVPX (21.98).
| MLVPX | VFIAX | MLVPX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.475 | 6.227 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.49T | 0% |
| Annual Yield % from dividends | 0.96 | 1.21 | 79% |
| Returns for 1 year | -7.45 | 10.25 | -73% |
| Returns for 3 years | 2.69 | 61.76 | 4% |
| Returns for 5 years | 21.98 | 93.80 | 23% |
| Returns for 10 years | 79.94 | 193.99 | 41% |
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