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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.03
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVMX vs VFINX Comparison Chart
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MLVMX vs. VFINX commentary
Feb 23, 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVMX (389M). VFINX pays higher dividends than MLVMX: VFINX (1.24) vs MLVMX (0.18). MLVMX was incepted earlier than VFINX: MLVMX (11 years) vs VFINX (49 years). MLVMX is a more actively managed with annual turnover of: 39.00 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 : 20.32 vs. MLVMX (-2.45). VFINX return over 5 years is better than : 83.30 vs. MLVMX (7.38).
| MLVMX | VFINX | MLVMX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.643 | 4.174 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 0.18 | 1.24 | 14% |
| Returns for 1 year | -2.45 | 20.32 | -12% |
| Returns for 3 years | -3.98 | 42.20 | -9% |
| Returns for 5 years | 7.38 | 83.30 | 9% |
| Returns for 10 years | 68.51 | 189.33 | 36% |