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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$19.17
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets352.92M
Vanguard 500 Index Admiral
Price$549.24
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
MLVPX vs VFIAX Comparison Chart
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MLVPX vs. VFIAX commentary
Jun 07, 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: 1.43T vs. MLVPX (353M). VFIAX pays higher dividends than MLVPX: VFIAX (1.28) vs MLVPX (0.90). 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 : 11.55 vs. MLVPX (-3.96). VFIAX return over 5 years is better than : 86.77 vs. MLVPX (22.29).
| 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 | 3.179 | 1.737 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.43T | 0% |
| Annual Yield % from dividends | 0.90 | 1.28 | 70% |
| Returns for 1 year | -3.96 | 11.55 | -34% |
| Returns for 3 years | -1.15 | 44.88 | -3% |
| Returns for 5 years | 22.29 | 86.77 | 26% |
| Returns for 10 years | 85.74 | 187.20 | 46% |
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