Interact to see
Advertisement
Advertisement
MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$19.99
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets354.41M
Vanguard 500 Index Admiral
Price$599.14
Change+$1.43 (+0.24%)
VolumeN/A
Net Assets1.33T
MLVPX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVPX vs. VFIAX commentary
Aug 28, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. MLVPX (354M). VFIAX pays higher dividends than MLVPX: VFIAX (1.18) 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 : 14.99 vs. MLVPX (-5.68). VFIAX return over 5 years is better than : 84.36 vs. MLVPX (19.22).
| 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 | 7.409 | 10.149 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.33T | 0% |
| Annual Yield % from dividends | 0.96 | 1.18 | 81% |
| Returns for 1 year | -5.68 | 14.99 | -38% |
| Returns for 3 years | 3.52 | 59.42 | 6% |
| Returns for 5 years | 19.22 | 84.36 | 23% |
| Returns for 10 years | 95.42 | 225.08 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers