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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$19.75
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets354.47M
Vanguard 500 Index Investor
Price$612.07
Change+$3.00 (+0.49%)
VolumeN/A
Net Assets1.37T
MLVGX vs VFINX Comparison Chart in %
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MLVGX vs. VFINX commentary
Sep 16, 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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVGX (354M). VFINX pays higher dividends than MLVGX: VFINX (1.07) vs MLVGX (0.23). 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 : 17.07 vs. MLVGX (-5.55). VFINX return over 5 years is better than : 94.48 vs. MLVGX (19.49).
| 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 | 7.874 | 12.224 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.37T | 0% |
| Annual Yield % from dividends | 0.23 | 1.07 | 22% |
| Returns for 1 year | -5.55 | 17.07 | -32% |
| Returns for 3 years | 4.08 | 69.96 | 6% |
| Returns for 5 years | 19.49 | 94.48 | 21% |
| Returns for 10 years | 82.11 | 237.77 | 35% |
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