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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$18.63
Change-$0.43 (-2.26%)
VolumeN/A
Net Assets356.86M
Vanguard 500 Index Admiral
Price$497.91
Change-$25.30 (-4.84%)
VolumeN/A
Net Assets1.4T
MLVPX vs VFIAX Comparison Chart
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MLVPX vs. VFIAX commentary
Apr 05, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MLVPX (357M). VFIAX pays higher dividends than MLVPX: VFIAX (1.35) vs MLVPX (0.91). MLVPX was incepted earlier than VFIAX: MLVPX (11 years) vs VFIAX (24 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 : 8.85 vs. MLVPX (-3.27). VFIAX return over 5 years is better than : 127.96 vs. MLVPX (49.38).
| 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 | 11 years | 24 years | - |
| Gain YTD | 2.427 | -3.588 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.4T | 0% |
| Annual Yield % from dividends | 0.91 | 1.35 | 67% |
| Returns for 1 year | -3.27 | 8.85 | -37% |
| Returns for 3 years | -8.60 | 23.83 | -36% |
| Returns for 5 years | 49.38 | 127.96 | 39% |
| Returns for 10 years | 82.46 | 173.02 | 48% |
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