Interact to see
Advertisement
Advertisement
MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
Vanguard 500 Index Admiral
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
MLVRX vs VFIAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVRX vs. VFIAX commentary
Sep 06, 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 MLVRX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVRX (356M). VFIAX (1.16) and MLVRX (1.15) have matching dividends . MLVRX was incepted earlier than VFIAX: MLVRX (12 years) vs VFIAX (25 years). MLVRX (0.69) is less costly to investors than VFIAX (0.04). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVRX has a lower initial minimum investment than VFIAX: MLVRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 18.21 vs. MLVRX (-4.41). VFIAX return over 5 years is better than : 89.77 vs. MLVRX (23.56).
| MLVRX | VFIAX | MLVRX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 8.398 | 10.810 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.37T | 0% |
| Annual Yield % from dividends | 1.15 | 1.16 | 99% |
| Returns for 1 year | -4.41 | 18.21 | -24% |
| Returns for 3 years | 7.52 | 66.40 | 11% |
| Returns for 5 years | 23.56 | 89.77 | 26% |
| Returns for 10 years | 103.25 | 230.08 | 45% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers