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MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$18.90
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVHX vs VFINX Comparison Chart
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MLVHX vs. VFINX commentary
May 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 MLVHX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. MLVHX (352M). VFINX pays higher dividends than MLVHX: VFINX (1.25) vs MLVHX (1.16). MLVHX was incepted earlier than VFINX: MLVHX (11 years) vs VFINX (49 years). MLVHX (0.69) is less costly to investors than VFINX (0.14). MLVHX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVHX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 10.16 vs. MLVHX (-5.62). VFINX return over 5 years is better than : 97.65 vs. MLVHX (29.85).
| MLVHX | VFINX | MLVHX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.435 | -0.468 | -520% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.34T | 0% |
| Annual Yield % from dividends | 1.16 | 1.25 | 93% |
| Returns for 1 year | -5.62 | 10.16 | -55% |
| Returns for 3 years | 0.46 | 47.12 | 1% |
| Returns for 5 years | 29.85 | 97.65 | 31% |
| Returns for 10 years | 78.19 | 175.11 | 45% |
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