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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$18.38
Change-$0.42 (-2.23%)
VolumeN/A
Net Assets356.86M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
MLVGX vs VFINX Comparison Chart
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MLVGX vs. VFINX commentary
Apr 04, 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: 1.4T vs. MLVGX (357M). VFINX pays higher dividends than MLVGX: VFINX (1.24) vs MLVGX (0.16). MLVGX was incepted earlier than VFINX: MLVGX (11 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 : 8.85 vs. MLVGX (-4.16). VFINX return over 5 years is better than : 127.97 vs. MLVGX (43.24).
| 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 | 11 years | 49 years | - |
| Gain YTD | 2.177 | -3.587 | -61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.4T | 0% |
| Annual Yield % from dividends | 0.16 | 1.24 | 13% |
| Returns for 1 year | -4.16 | 8.85 | -47% |
| Returns for 3 years | -10.99 | 23.83 | -46% |
| Returns for 5 years | 43.24 | 127.97 | 34% |
| Returns for 10 years | 67.08 | 173.04 | 39% |
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