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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets356.55M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
Jun 14, 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: 1.43T vs. MLVRX (357M). VFIAX pays higher dividends than MLVRX: VFIAX (1.28) vs MLVRX (1.12). 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 : 11.28 vs. MLVRX (-3.85). VFIAX return over 5 years is better than : 98.56 vs. MLVRX (29.43).
| 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 | 3.113 | 3.040 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.43T | 0% |
| Annual Yield % from dividends | 1.12 | 1.28 | 88% |
| Returns for 1 year | -3.85 | 11.28 | -34% |
| Returns for 3 years | 7.69 | 61.80 | 12% |
| Returns for 5 years | 29.43 | 98.56 | 30% |
| Returns for 10 years | 87.73 | 188.39 | 47% |
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