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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$18.41
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets340.87M
Vanguard 500 Index Admiral
Price$640.42
Change+$12.39 (+1.97%)
VolumeN/A
Net Assets1.51T
MLVRX vs VFIAX Comparison Chart in %
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MLVRX vs. VFIAX commentary
Feb 09, 2026
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: 1.51T vs. MLVRX (341M). MLVRX pays higher dividends than VFIAX: MLVRX (1.18) vs VFIAX (1.10). MLVRX was incepted earlier than VFIAX: MLVRX (12 years) vs VFIAX (25 years). MLVRX (0.68) is less costly to investors than VFIAX (0.04). MLVRX is a more actively managed with annual turnover of: 23.00 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 : 14.04 vs. MLVRX (-3.21). VFIAX return over 5 years is better than : 78.60 vs. MLVRX (2.92).
| MLVRX | VFIAX | MLVRX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.68 | 0.04 | 1,700% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 3.894 | 1.358 | 287% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.51T | 0% |
| Annual Yield % from dividends | 1.18 | 1.10 | 107% |
| Returns for 1 year | -3.21 | 14.04 | -23% |
| Returns for 3 years | 5.18 | 66.79 | 8% |
| Returns for 5 years | 2.92 | 78.60 | 4% |
| Returns for 10 years | 87.69 | 274.84 | 32% |
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