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MLVOX vs VFINX
MLVOX vs VFINX Comparison
Open Charts MLVOX vs VFINX
MFS Low Volatility Equity R2
Price$21.59
Change-$0.21 (-0.96%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
MLVOX vs VFINX Comparison Chart
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MLVOX vs. VFINX commentary
Nov 18, 2024
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 MLVOX is a StrongBuy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. MLVOX (415M). VFINX pays higher dividends than MLVOX: VFINX (1.24) vs MLVOX (0.60). MLVOX was incepted earlier than VFINX: MLVOX (11 years) vs VFINX (48 years). MLVOX is a more actively managed with annual turnover of: 39.00 vs. VFINX (2.00). MLVOX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 30.22 vs. MLVOX (16.58). VFINX return over 5 years is better than : 88.12 vs. MLVOX (34.48).
| MLVOX | VFINX | MLVOX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 16.826 | 23.331 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 415M | 1.28T | 0% |
| Annual Yield % from dividends | 0.60 | 1.24 | 49% |
| Returns for 1 year | 16.58 | 30.22 | 55% |
| Returns for 3 years | -4.52 | 24.93 | -18% |
| Returns for 5 years | 34.48 | 88.12 | 39% |
| Returns for 10 years | 105.97 | 187.66 | 56% |