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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$17.97
Change+$0.26 (+1.47%)
VolumeN/A
Net Assets333.76M
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MLVMX vs VFINX Comparison Chart
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MLVMX vs. VFINX commentary
Apr 12, 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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MLVMX (334M). VFINX pays higher dividends than MLVMX: VFINX (1.24) vs MLVMX (0.20). MLVMX was incepted earlier than VFINX: MLVMX (11 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 : 1.37 vs. MLVMX (-8.66). VFINX return over 5 years is better than : 88.91 vs. MLVMX (19.48).
| 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 | 11 years | 49 years | - |
| Gain YTD | -4.362 | -10.404 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.32T | 0% |
| Annual Yield % from dividends | 0.20 | 1.24 | 16% |
| Returns for 1 year | -8.66 | 1.37 | -633% |
| Returns for 3 years | -15.10 | 19.88 | -76% |
| Returns for 5 years | 19.48 | 88.91 | 22% |
| Returns for 10 years | 57.68 | 151.78 | 38% |