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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$18.01
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MLVMX vs VFIAX Comparison Chart in %
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MLVMX vs. VFIAX commentary
Feb 05, 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 MLVMX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVMX (336M). VFIAX pays higher dividends than MLVMX: VFIAX (1.10) vs MLVMX (0.28). MLVMX was incepted earlier than VFIAX: MLVMX (12 years) vs VFIAX (25 years). MLVMX (1.68) is less costly to investors than VFIAX (0.04). MLVMX is a more actively managed with annual turnover of: 23.00 vs. VFIAX (2.00). MLVMX has a lower initial minimum investment than VFIAX: MLVMX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. MLVMX (-5.57). VFIAX return over 5 years is better than : 78.94 vs. MLVMX (-3.52).
| MLVMX | VFIAX | MLVMX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.098 | 1.141 | 184% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 0.28 | 1.10 | 26% |
| Returns for 1 year | -5.57 | 15.49 | -36% |
| Returns for 3 years | 1.09 | 67.56 | 2% |
| Returns for 5 years | -3.52 | 78.94 | -4% |
| Returns for 10 years | 65.94 | 268.61 | 25% |
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