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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$19.93
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets351.91M
Vanguard 500 Index Admiral
Price$604.98
Change-$16.78 (-2.70%)
VolumeN/A
Net Assets1.41T
MLVRX vs VFIAX Comparison Chart in %
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MLVRX vs. VFIAX commentary
Oct 11, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVRX (352M). MLVRX (1.15) and VFIAX (1.14) 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 : 16.58 vs. MLVRX (-4.74). VFIAX return over 5 years is better than : 93.94 vs. MLVRX (21.27).
| 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 | 9.277 | 14.596 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.41T | 0% |
| Annual Yield % from dividends | 1.15 | 1.14 | 101% |
| Returns for 1 year | -4.74 | 16.58 | -29% |
| Returns for 3 years | 16.13 | 87.93 | 18% |
| Returns for 5 years | 21.27 | 93.94 | 23% |
| Returns for 10 years | 99.69 | 236.67 | 42% |
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