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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$19.70
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard 500 Index Admiral
Price$595.96
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
MLVRX vs VFIAX Comparison Chart in %
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MLVRX vs. VFIAX commentary
Aug 17, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. MLVRX (353M). VFIAX (1.18) and MLVRX (1.18) 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 : 16.41 vs. MLVRX (-4.31). VFIAX return over 5 years is better than : 91.33 vs. MLVRX (22.97).
| 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 | 6.559 | 9.826 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.33T | 0% |
| Annual Yield % from dividends | 1.18 | 1.18 | 99% |
| Returns for 1 year | -4.31 | 16.41 | -26% |
| Returns for 3 years | -1.83 | 49.89 | -4% |
| Returns for 5 years | 22.97 | 91.33 | 25% |
| Returns for 10 years | 88.00 | 207.61 | 42% |