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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$18.05
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets333.76M
Vanguard 500 Index Admiral
Price$495.03
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
Apr 12, 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 Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MLVRX (334M). VFIAX pays higher dividends than MLVRX: VFIAX (1.35) vs MLVRX (1.13). MLVRX was incepted earlier than VFIAX: MLVRX (11 years) vs VFIAX (24 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 : 1.37 vs. MLVRX (-7.70). VFIAX return over 5 years is better than : 88.91 vs. MLVRX (25.76).
| 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 | 11 years | 24 years | - |
| Gain YTD | -4.109 | -10.405 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.32T | 0% |
| Annual Yield % from dividends | 1.13 | 1.35 | 84% |
| Returns for 1 year | -7.70 | 1.37 | -563% |
| Returns for 3 years | -12.47 | 19.88 | -63% |
| Returns for 5 years | 25.76 | 88.91 | 29% |
| Returns for 10 years | 74.28 | 151.75 | 49% |
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