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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+$0.04 (+0.20%)
VolumeN/A
Net Assets357.14M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVRX vs VFIAX Comparison Chart in %
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MLVRX vs. VFIAX commentary
Jul 26, 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVRX (357M). VFIAX (1.21) 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 : 17.93 vs. MLVRX (-2.35). VFIAX return over 5 years is better than : 98.06 vs. MLVRX (27.02).
| 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 | 8.273 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.49T | 0% |
| Annual Yield % from dividends | 1.18 | 1.21 | 97% |
| Returns for 1 year | -2.35 | 17.93 | -13% |
| Returns for 3 years | 5.26 | 62.42 | 8% |
| Returns for 5 years | 27.02 | 98.06 | 28% |
| Returns for 10 years | 90.90 | 204.37 | 44% |