MLVGX
Price
$20.04
Change
-$0.01 (-0.05%)
Updated
Oct 24 closing price
Net Assets
351.27M
VFINX
Price
$627.25
Change
+$4.94 (+0.79%)
Updated
Oct 24 closing price
Net Assets
1.41T
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MLVGX vs VFINX

Header iconMLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINXBanner chart's image
MFS Low Volatility Equity C
Price$20.04
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets351.27M
Vanguard 500 Index Investor
Price$627.25
Change+$4.94 (+0.79%)
VolumeN/A
Net Assets1.41T
MLVGX vs VFINX Comparison Chart in %
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MLVGX vs. VFINX commentary
Oct 27, 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 Hold.

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FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVGX (351M). 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 : 16.96 vs. MLVGX (-6.10). VFINX return over 5 years is better than : 96.24 vs. MLVGX (15.99).
MLVGXVFINXMLVGX / VFINX
Total Expense Ratio1.640.141,171%
Annual Report Gross Expense Ratio1.690.141,207%
Fund Existence12 years49 years-
Gain YTD9.08715.58758%
Front LoadN/AN/A-
Min. Initial Investment10000-
Min. Initial Investment IRAN/AN/A-
Net Assets351M1.41T0%
Annual Yield % from dividends0.271.0526%
Returns for 1 year-6.1016.96-36%
Returns for 3 years7.1676.219%
Returns for 5 years15.9996.2417%
Returns for 10 years75.32229.2833%
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