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MLVOX vs VFINX
MLVOX vs VFINX Comparison
Open Charts MLVOX vs VFINX
MFS Low Volatility Equity R2
Price$19.39
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets349.34M
Vanguard 500 Index Investor
Price$581.45
Change+$3.10 (+0.54%)
VolumeN/A
Net Assets1.49T
MLVOX vs VFINX Comparison Chart in %
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MLVOX vs. VFINX commentary
Jul 18, 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 MLVOX is a Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVOX (349M). VFINX pays higher dividends than MLVOX: VFINX (1.12) vs MLVOX (0.73). MLVOX was incepted earlier than VFINX: MLVOX (12 years) vs VFINX (49 years). MLVOX (1.19) is less costly to investors than VFINX (0.14). MLVOX is a more actively managed with annual turnover of: 25.00 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 : 12.15 vs. MLVOX (-7.66). VFINX return over 5 years is better than : 94.41 vs. MLVOX (20.53).
| MLVOX | VFINX | MLVOX / VFINX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 3.350 | 6.563 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 349M | 1.49T | 0% |
| Annual Yield % from dividends | 0.73 | 1.12 | 65% |
| Returns for 1 year | -7.66 | 12.15 | -63% |
| Returns for 3 years | 1.96 | 63.64 | 3% |
| Returns for 5 years | 20.53 | 94.41 | 22% |
| Returns for 10 years | 75.63 | 194.73 | 39% |
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