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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$18.73
Change+$0.13 (+0.70%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$548.86
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
Dec 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MLVRX (397M). 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 : 25.43 vs. MLVRX (3.79). VFIAX return over 5 years is better than : 84.86 vs. MLVRX (17.04).
| 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 | 2.496 | 24.793 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 3.79 | 25.43 | 15% |
| Returns for 3 years | -10.08 | 28.07 | -36% |
| Returns for 5 years | 17.04 | 84.86 | 20% |
| Returns for 10 years | 84.30 | 186.22 | 45% |
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