MLFIX
Price
$19.48
Change
+$0.04 (+0.21%)
Updated
May 1 closing price
Net Assets
769.7M
VFORX
Price
$43.57
Change
+$0.05 (+0.11%)
Updated
May 1 closing price
Net Assets
91.05B
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MLFIX vs VFORX

Header iconMLFIX vs VFORX Comparison
Open Charts MLFIX vs VFORXBanner chart's image
MFS Lifetime 2040 I
Price$19.48
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets769.7M
Vanguard Target Retirement 2040 Fund
Price$43.57
Change+$0.05 (+0.11%)
VolumeN/A
Net Assets91.05B
MLFIX vs VFORX Comparison Chart
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MLFIX vs. VFORX commentary
May 02, 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 MLFIX is a Hold and VFORX is a Hold.

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FUNDAMENTALS
Fundamentals
VFORX has more cash in the bank: 91.1B vs. MLFIX (770M). MLFIX pays higher dividends than VFORX: MLFIX (2.84) vs VFORX (2.42). MLFIX was incepted earlier than VFORX: MLFIX (20 years) vs VFORX (19 years). MLFIX (0.76) is less costly to investors than VFORX (0.08). MLFIX is a more actively managed with annual turnover of: 9.00 vs. VFORX (2.00). MLFIX has a lower initial minimum investment than VFORX: MLFIX (0) vs VFORX (1000). VFORX annual gain was more profitable for investors over the last year : 8.89 vs. MLFIX (6.26). MLFIX return over 5 years is better than : 50.91 vs. VFORX (31.20).
MLFIXVFORXMLFIX / VFORX
Total Expense Ratio0.560.08700%
Annual Report Gross Expense Ratio0.760.08950%
Fund Existence20 years19 years-
Gain YTD0.1030.57818%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets770M91.1B1%
Annual Yield % from dividends2.842.42118%
Returns for 1 year6.268.8970%
Returns for 3 years13.9420.6667%
Returns for 5 years50.9131.20163%
Returns for 10 years57.6548.77118%
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