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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.60
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard 500 Index Investor
Price$596.00
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Aug 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 StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. MLVMX (353M). VFINX pays higher dividends than MLVMX: VFINX (1.09) 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 : 16.41 vs. MLVMX (-5.26). VFINX return over 5 years is better than : 91.33 vs. MLVMX (16.95).
| 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 | 5.950 | 9.815 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.33T | 0% |
| Annual Yield % from dividends | 0.27 | 1.09 | 25% |
| Returns for 1 year | -5.26 | 16.41 | -32% |
| Returns for 3 years | -4.72 | 49.88 | -9% |
| Returns for 5 years | 16.95 | 91.33 | 19% |
| Returns for 10 years | 70.13 | 207.64 | 34% |
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