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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.38
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets358.92M
Vanguard 500 Index Investor
Price$574.79
Change+$2.73 (+0.48%)
VolumeN/A
Net Assets1.43T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Jul 03, 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: 1.43T vs. MLVMX (359M). 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 : 12.58 vs. MLVMX (-3.10). VFINX return over 5 years is better than : 98.22 vs. MLVMX (23.14).
| 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 | 4.761 | 5.404 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 1.43T | 0% |
| Annual Yield % from dividends | 0.27 | 1.12 | 24% |
| Returns for 1 year | -3.10 | 12.58 | -25% |
| Returns for 3 years | 1.57 | 62.18 | 3% |
| Returns for 5 years | 23.14 | 98.22 | 24% |
| Returns for 10 years | 73.80 | 198.88 | 37% |
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