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MLVMX vs VFIAX
MLVMX vs VFIAX Comparison
Open Charts MLVMX vs VFIAX
MFS Low Volatility Equity R1
Price$20.02
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVMX vs VFIAX Comparison Chart in %
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MLVMX vs. VFIAX commentary
Oct 19, 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 StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVMX (350M). VFIAX pays higher dividends than MLVMX: VFIAX (1.14) vs MLVMX (0.31). 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 : 14.15 vs. MLVMX (-7.59). VFIAX return over 5 years is better than : 91.55 vs. MLVMX (14.99).
| 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 | 8.311 | 13.413 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 0.31 | 1.14 | 27% |
| Returns for 1 year | -7.59 | 14.15 | -54% |
| Returns for 3 years | 9.43 | 79.39 | 12% |
| Returns for 5 years | 14.99 | 91.55 | 16% |
| Returns for 10 years | 78.91 | 228.70 | 35% |
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