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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$19.65
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
Vanguard 500 Index Investor
Price$613.93
Change+$2.32 (+0.38%)
VolumeN/A
Net Assets1.46T
MLVGX vs VFINX Comparison Chart in %
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MLVGX vs. VFINX commentary
Nov 20, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. MLVGX (342M). VFINX pays higher dividends than MLVGX: VFINX (1.02) vs MLVGX (0.28). 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 : 11.88 vs. MLVGX (-7.33). VFINX return over 5 years is better than : 86.13 vs. MLVGX (10.86).
| 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 | 6.964 | 12.705 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.46T | 0% |
| Annual Yield % from dividends | 0.28 | 1.02 | 27% |
| Returns for 1 year | -7.33 | 11.88 | -62% |
| Returns for 3 years | 1.25 | 66.96 | 2% |
| Returns for 5 years | 10.86 | 86.13 | 13% |
| Returns for 10 years | 70.89 | 216.80 | 33% |
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