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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$19.00
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVRX vs VFIAX Comparison Chart
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MLVRX vs. VFIAX commentary
May 23, 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: 1.34T vs. MLVRX (357M). VFIAX pays higher dividends than MLVRX: VFIAX (1.36) vs MLVRX (1.15). MLVRX was incepted earlier than VFIAX: MLVRX (11 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 : 11.66 vs. MLVRX (-5.35). VFIAX return over 5 years is better than : 100.87 vs. MLVRX (31.24).
| 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 | 11 years | 25 years | - |
| Gain YTD | 2.413 | 1.173 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.34T | 0% |
| Annual Yield % from dividends | 1.15 | 1.36 | 85% |
| Returns for 1 year | -5.35 | 11.66 | -46% |
| Returns for 3 years | 2.87 | 52.32 | 5% |
| Returns for 5 years | 31.24 | 100.87 | 31% |
| Returns for 10 years | 84.38 | 179.59 | 47% |
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