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MLVRX vs VFIAX
MLVRX vs VFIAX Comparison
Open Charts MLVRX vs VFIAX
MFS Low Volatility Equity R4
Price$17.90
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets339.44M
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
MLVRX vs VFIAX Comparison Chart in %
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MLVRX vs. VFIAX commentary
Dec 26, 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 MLVRX is a Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVRX (339M). MLVRX (1.14) and VFIAX (1.11) have matching dividends . MLVRX was incepted earlier than VFIAX: MLVRX (12 years) vs VFIAX (25 years). MLVRX (0.69) is less costly to investors than VFIAX (0.04). MLVRX is a more actively managed with annual turnover of: 23.00 vs. VFIAX (2.00). MLVRX has a lower initial minimum investment than VFIAX: MLVRX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.84 vs. MLVRX (-4.27). VFIAX return over 5 years is better than : 87.51 vs. MLVRX (2.78).
| MLVRX | VFIAX | MLVRX / VFIAX | |
| Total Expense Ratio | 0.64 | 0.04 | 1,600% |
| Annual Report Gross Expense Ratio | 0.69 | 0.04 | 1,725% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -2.877 | 17.903 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 1.14 | 1.11 | 103% |
| Returns for 1 year | -4.27 | 14.84 | -29% |
| Returns for 3 years | 5.36 | 80.67 | 7% |
| Returns for 5 years | 2.78 | 87.51 | 3% |
| Returns for 10 years | 72.06 | 237.23 | 30% |
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