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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+$0.19 (+0.99%)
VolumeN/A
Net Assets392.91M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVPX vs VFIAX Comparison Chart
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MLVPX vs. VFIAX commentary
Jan 31, 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 StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MLVPX (393M). VFIAX pays higher dividends than MLVPX: VFIAX (1.32) vs MLVPX (0.83). MLVPX was incepted earlier than VFIAX: MLVPX (11 years) vs VFIAX (24 years). MLVPX is a more actively managed with annual turnover of: 39.00 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 : 24.73 vs. MLVPX (2.73). VFIAX return over 5 years is better than : 87.32 vs. MLVPX (16.38).
| MLVPX | VFIAX | MLVPX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.698 | 2.751 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.35T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 62% |
| Returns for 1 year | 2.73 | 24.73 | 11% |
| Returns for 3 years | -4.90 | 33.85 | -14% |
| Returns for 5 years | 16.38 | 87.32 | 19% |
| Returns for 10 years | 89.15 | 199.28 | 45% |
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