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MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$18.58
Change-$0.42 (-2.21%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$543.37
Change-$16.51 (-2.95%)
VolumeN/A
CapitalizationN/A
MLVHX vs VFINX Comparison Chart
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MLVHX vs. VFINX commentary
Dec 19, 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 MLVHX is a Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVHX (403M). VFINX pays higher dividends than MLVHX: VFINX (1.24) vs MLVHX (1.05). MLVHX was incepted earlier than VFINX: MLVHX (11 years) vs VFINX (48 years). MLVHX is a more actively managed with annual turnover of: 39.00 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 : 27.63 vs. MLVHX (5.05). VFINX return over 5 years is better than : 88.65 vs. MLVHX (18.34).
| MLVHX | VFINX | MLVHX / 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 | 4.025 | 27.275 | 15% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 403M | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 5.05 | 27.63 | 18% |
| Returns for 3 years | -9.43 | 30.99 | -30% |
| Returns for 5 years | 18.34 | 88.65 | 21% |
| Returns for 10 years | 81.91 | 193.62 | 42% |
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