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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$21.51
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$527.71
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
Sep 21, 2024
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: 1.24T vs. MLVRX (426M). VFIAX pays higher dividends than MLVRX: VFIAX (1.32) vs MLVRX (1.05). MLVRX was incepted earlier than VFIAX: MLVRX (11 years) vs VFIAX (24 years). MLVRX is a more actively managed with annual turnover of: 39.00 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 : 31.72 vs. MLVRX (19.10). VFIAX return over 5 years is better than : 90.47 vs. MLVRX (38.08).
| MLVRX | VFIAX | MLVRX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 17.002 | 19.971 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 1.24T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 19.10 | 31.72 | 60% |
| Returns for 3 years | 1.82 | 30.99 | 6% |
| Returns for 5 years | 38.08 | 90.47 | 42% |
| Returns for 10 years | 126.84 | 190.48 | 67% |
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