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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$19.21
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets395.14M
Vanguard 500 Index Admiral
Price$564.97
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
Jan 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MLVRX (395M). 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 : 25.22 vs. MLVRX (2.20). VFIAX return over 5 years is better than : 84.80 vs. MLVRX (15.19).
| 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 | 2.740 | 3.541 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.32 | 79% |
| Returns for 1 year | 2.20 | 25.22 | 9% |
| Returns for 3 years | -3.64 | 38.51 | -9% |
| Returns for 5 years | 15.19 | 84.80 | 18% |
| Returns for 10 years | 88.63 | 197.09 | 45% |