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MLVOX vs VFINX
MLVOX vs VFINX Comparison
Open Charts MLVOX vs VFINX
MFS Low Volatility Equity R2
Price$18.13
Change+$0.26 (+1.45%)
VolumeN/A
Net Assets338.51M
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MLVOX vs VFINX Comparison Chart
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MLVOX vs. VFINX commentary
Apr 14, 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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MLVOX (339M). VFINX pays higher dividends than MLVOX: VFINX (1.24) vs MLVOX (0.66). MLVOX was incepted earlier than VFINX: MLVOX (11 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 : 3.20 vs. MLVOX (-6.77). VFINX return over 5 years is better than : 92.34 vs. MLVOX (24.60).
| MLVOX | VFINX | MLVOX / VFINX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -2.831 | -8.781 | 32% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.32T | 0% |
| Annual Yield % from dividends | 0.66 | 1.24 | 53% |
| Returns for 1 year | -6.77 | 3.20 | -211% |
| Returns for 3 years | -12.38 | 22.05 | -56% |
| Returns for 5 years | 24.60 | 92.34 | 27% |
| Returns for 10 years | 68.60 | 156.34 | 44% |
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