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MLVPX vs VFIAX
MLVPX vs VFIAX Comparison
Open Charts MLVPX vs VFIAX
MFS Low Volatility Equity R3
Price$18.23
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets336.82M
Vanguard 500 Index Admiral
Price$635.81
Change-$3.24 (-0.51%)
VolumeN/A
Net Assets1.47T
MLVPX vs VFIAX Comparison Chart in %
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MLVPX 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 MLVPX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVPX (337M). VFIAX pays higher dividends than MLVPX: VFIAX (1.10) vs MLVPX (0.95). MLVPX was incepted earlier than VFIAX: MLVPX (12 years) vs VFIAX (25 years). MLVPX (0.93) is less costly to investors than VFIAX (0.04). MLVPX is a more actively managed with annual turnover of: 23.00 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 : 15.49 vs. MLVPX (-4.75). VFIAX return over 5 years is better than : 78.94 vs. MLVPX (0.41).
| MLVPX | VFIAX | MLVPX / VFIAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.93 | 0.04 | 2,325% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.137 | 1.141 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 337M | 1.48T | 0% |
| Annual Yield % from dividends | 0.95 | 1.10 | 87% |
| Returns for 1 year | -4.75 | 15.49 | -31% |
| Returns for 3 years | 3.57 | 67.56 | 5% |
| Returns for 5 years | 0.41 | 78.94 | 1% |
| Returns for 10 years | 79.40 | 268.61 | 30% |
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