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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.86
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets350.59M
Vanguard 500 Index Investor
Price$612.18
Change-$3.88 (-0.63%)
VolumeN/A
Net Assets1.41T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Oct 17, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVMX (351M). VFINX pays higher dividends than MLVMX: VFINX (1.05) vs MLVMX (0.31). 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 : 14.24 vs. MLVMX (-7.50). VFINX return over 5 years is better than : 91.75 vs. MLVMX (15.05).
| 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 | 8.365 | 13.525 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 1.41T | 0% |
| Annual Yield % from dividends | 0.31 | 1.05 | 29% |
| Returns for 1 year | -7.50 | 14.24 | -53% |
| Returns for 3 years | 10.75 | 81.61 | 13% |
| Returns for 5 years | 15.05 | 91.75 | 16% |
| Returns for 10 years | 78.84 | 228.59 | 34% |
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