Interact to see
Advertisement
Advertisement
MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$19.12
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVHX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVHX vs. VFINX commentary
Jun 15, 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: 1.43T vs. MLVHX (352M). VFINX (1.18) and MLVHX (1.13) have matching dividends . MLVHX was incepted earlier than VFINX: MLVHX (12 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 : 10.04 vs. MLVHX (-3.79). VFINX return over 5 years is better than : 96.36 vs. MLVHX (28.06).
| MLVHX | VFINX | MLVHX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 3.136 | 1.876 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 1.13 | 1.18 | 96% |
| Returns for 1 year | -3.79 | 10.04 | -38% |
| Returns for 3 years | 6.77 | 60.00 | 11% |
| Returns for 5 years | 28.06 | 96.36 | 29% |
| Returns for 10 years | 81.43 | 185.21 | 44% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ARTIX | 33.47 | -0.14 | -0.42% |
| Artisan International Investor | |||
| VCKSX | 10.39 | -0.10 | -0.95% |
| Virtus KAR Small-Mid Cap Growth C | |||
| RCOCX | 43.86 | -0.54 | -1.22% |
| Victory RS Large Cap Alpha C | |||
| VYMVX | 17.33 | -0.28 | -1.59% |
| Voya Mid Cap Research Enhanced Index R | |||
| JDSCX | 31.05 | -0.59 | -1.86% |
| JPMorgan Small Cap Blend I | |||