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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$18.90
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets352.92M
Vanguard 500 Index Investor
Price$549.25
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
MLVGX vs VFINX Comparison Chart
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MLVGX vs. VFINX commentary
Jun 07, 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: 1.43T vs. MLVGX (353M). VFINX pays higher dividends than MLVGX: VFINX (1.18) vs MLVGX (0.16). 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 : 11.55 vs. MLVGX (-4.81). VFINX return over 5 years is better than : 86.79 vs. MLVGX (17.28).
| 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 | 2.829 | 1.723 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.43T | 0% |
| Annual Yield % from dividends | 0.16 | 1.18 | 13% |
| Returns for 1 year | -4.81 | 11.55 | -42% |
| Returns for 3 years | -3.70 | 44.88 | -8% |
| Returns for 5 years | 17.28 | 86.79 | 20% |
| Returns for 10 years | 70.07 | 187.24 | 37% |
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