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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-$0.16 (-0.84%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVGX vs VFINX Comparison Chart
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MLVGX vs. VFINX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVGX (389M). VFINX pays higher dividends than MLVGX: VFINX (1.24) vs MLVGX (0.14). MLVGX was incepted earlier than VFINX: MLVGX (11 years) vs VFINX (49 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 : 18.27 vs. MLVGX (-2.57). VFINX return over 5 years is better than : 80.18 vs. MLVGX (7.09).
| MLVGX | VFINX | MLVGX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.606 | 2.400 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 0.14 | 1.24 | 12% |
| Returns for 1 year | -2.57 | 18.27 | -14% |
| Returns for 3 years | -4.20 | 39.78 | -11% |
| Returns for 5 years | 7.09 | 80.18 | 9% |
| Returns for 10 years | 66.48 | 184.41 | 36% |
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