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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$20.09
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVPX vs VFIAX Comparison Chart in %
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MLVPX vs. VFIAX commentary
Nov 14, 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 MLVPX is a StrongBuy and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVPX (345M). VFIAX pays higher dividends than MLVPX: VFIAX (1.11) vs MLVPX (0.96). MLVPX was incepted earlier than VFIAX: MLVPX (12 years) vs VFIAX (25 years). MLVPX (0.94) is less costly to investors than VFIAX (0.04). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MLVPX has a lower initial minimum investment than VFIAX: MLVPX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.54 vs. MLVPX (-6.96). VFIAX return over 5 years is better than : 91.22 vs. MLVPX (16.45).
| MLVPX | VFIAX | MLVPX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 9.454 | 16.653 | 57% |
| 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 | 0.96 | 1.11 | 86% |
| Returns for 1 year | -6.96 | 14.54 | -48% |
| Returns for 3 years | 6.82 | 71.74 | 10% |
| Returns for 5 years | 16.45 | 91.22 | 18% |
| Returns for 10 years | 95.06 | 238.79 | 40% |
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