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MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$19.29
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets392.91M
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVHX vs VFINX Comparison Chart
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MLVHX vs. VFINX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. MLVHX (393M). 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 : 24.72 vs. MLVHX (2.94). VFINX return over 5 years is better than : 87.33 vs. MLVHX (16.48).
| 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 | 3.710 | 2.743 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 2.94 | 24.72 | 12% |
| Returns for 3 years | -5.27 | 33.85 | -16% |
| Returns for 5 years | 16.48 | 87.33 | 19% |
| Returns for 10 years | 86.49 | 199.31 | 43% |
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