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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$20.06
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.36M
Vanguard 500 Index Investor
Price$620.01
Change+$0.10 (+0.02%)
VolumeN/A
Net Assets1.37T
MLVGX vs VFINX Comparison Chart in %
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MLVGX vs. VFINX commentary
Oct 06, 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 MLVGX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVGX (355M). VFINX pays higher dividends than MLVGX: VFINX (1.05) vs MLVGX (0.27). MLVGX was incepted earlier than VFINX: MLVGX (12 years) vs VFINX (49 years). MLVGX (1.69) is less costly to investors than VFINX (0.14). MLVGX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVGX: VFINX (0) vs MLVGX (1000). VFINX annual gain was more profitable for investors over the last year : 17.91 vs. MLVGX (-4.68). VFINX return over 5 years is better than : 100.89 vs. MLVGX (19.61).
| MLVGX | VFINX | MLVGX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 9.195 | 14.253 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 1.37T | 0% |
| Annual Yield % from dividends | 0.27 | 1.05 | 26% |
| Returns for 1 year | -4.68 | 17.91 | -26% |
| Returns for 3 years | 8.36 | 77.43 | 11% |
| Returns for 5 years | 19.61 | 100.89 | 19% |
| Returns for 10 years | 82.69 | 239.87 | 34% |
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