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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$20.21
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
MLVMX vs VFIAX Comparison Chart in %
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MLVMX vs. VFIAX commentary
Dec 05, 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 MLVMX is a Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVMX (345M). VFIAX pays higher dividends than MLVMX: VFIAX (1.11) vs MLVMX (0.30). MLVMX was incepted earlier than VFIAX: MLVMX (12 years) vs VFIAX (25 years). MLVMX (1.69) is less costly to investors than VFIAX (0.04). MLVMX is a more actively managed with annual turnover of: 25.00 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 : 13.27 vs. MLVMX (-7.39). VFIAX return over 5 years is better than : 85.25 vs. MLVMX (11.21).
| MLVMX | VFIAX | MLVMX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.339 | 16.743 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.46T | 0% |
| Annual Yield % from dividends | 0.30 | 1.11 | 27% |
| Returns for 1 year | -7.39 | 13.27 | -56% |
| Returns for 3 years | 0.14 | 68.28 | 0% |
| Returns for 5 years | 11.21 | 85.25 | 13% |
| Returns for 10 years | 75.72 | 227.44 | 33% |
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