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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$18.54
Change+$0.12 (+0.65%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MLVGX vs VFINX Comparison Chart
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MLVGX vs. VFINX commentary
Dec 23, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVGX (397M). VFINX pays higher dividends than MLVGX: VFINX (1.24) vs MLVGX (0.14). MLVGX was incepted earlier than VFINX: MLVGX (11 years) vs VFINX (48 years). MLVGX is a more actively managed with annual turnover of: 39.00 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 : 25.40 vs. MLVGX (2.66). VFINX return over 5 years is better than : 84.83 vs. MLVGX (10.99).
| MLVGX | VFINX | MLVGX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 1.425 | 24.763 | 6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.37T | 0% |
| Annual Yield % from dividends | 0.14 | 1.24 | 12% |
| Returns for 1 year | 2.66 | 25.40 | 10% |
| Returns for 3 years | -12.98 | 28.04 | -46% |
| Returns for 5 years | 10.99 | 84.83 | 13% |
| Returns for 10 years | 64.73 | 186.19 | 35% |
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