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MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$17.12
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets326.38M
Vanguard 500 Index Investor
Price$459.88
Change-$7.34 (-1.57%)
VolumeN/A
Net Assets1.32T
MLVHX vs VFINX Comparison Chart
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MLVHX vs. VFINX commentary
Apr 10, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MLVHX (326M). VFINX pays higher dividends than MLVHX: VFINX (1.24) vs MLVHX (1.15). 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 : -2.66 vs. MLVHX (-11.14). VFINX return over 5 years is better than : 81.50 vs. MLVHX (21.49).
| 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 | -6.358 | -13.919 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 326M | 1.32T | 0% |
| Annual Yield % from dividends | 1.15 | 1.24 | 92% |
| Returns for 1 year | -11.14 | -2.66 | 420% |
| Returns for 3 years | -16.94 | 12.85 | -132% |
| Returns for 5 years | 21.49 | 81.50 | 26% |
| Returns for 10 years | 64.02 | 141.20 | 45% |
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