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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.61
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Jul 27, 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 MLVMX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVMX (358M). VFINX pays higher dividends than MLVMX: VFINX (1.12) vs MLVMX (0.27). MLVMX was incepted earlier than VFINX: MLVMX (12 years) vs VFINX (49 years). MLVMX (1.69) is less costly to investors than VFINX (0.14). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVMX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 18.40 vs. MLVMX (-3.30). VFINX return over 5 years is better than : 98.86 vs. MLVMX (20.80).
| MLVMX | VFINX | MLVMX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 6.004 | 8.702 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.49T | 0% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | -3.30 | 18.40 | -18% |
| Returns for 3 years | 2.13 | 63.07 | 3% |
| Returns for 5 years | 20.80 | 98.86 | 21% |
| Returns for 10 years | 72.84 | 205.63 | 35% |
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