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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$19.06
Change-$0.10 (-0.52%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
MLVPX vs VFIAX Comparison Chart
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MLVPX vs. VFIAX commentary
Dec 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVPX (405M). 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 : 27.64 vs. MLVPX (4.84). VFIAX return over 5 years is better than : 88.64 vs. MLVPX (18.24).
| 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 | 3.818 | 27.303 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 1.37T | 0% |
| Annual Yield % from dividends | 0.83 | 1.32 | 62% |
| Returns for 1 year | 4.84 | 27.64 | 17% |
| Returns for 3 years | -9.11 | 30.99 | -29% |
| Returns for 5 years | 18.24 | 88.64 | 21% |
| Returns for 10 years | 84.52 | 193.66 | 44% |
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