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MLVOX vs VFINX
MLVOX vs VFINX Comparison
Open Charts MLVOX vs VFINX
MFS Low Volatility Equity R2
Price$19.61
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.69M
Vanguard 500 Index Investor
Price$586.02
Change+$4.24 (+0.73%)
VolumeN/A
Net Assets1.49T
MLVOX vs VFINX Comparison Chart in %
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MLVOX vs. VFINX commentary
Aug 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVOX (351M). VFINX pays higher dividends than MLVOX: VFINX (1.09) 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 : 20.28 vs. MLVOX (-2.49). VFINX return over 5 years is better than : 88.05 vs. MLVOX (19.36).
| 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 | 5.337 | 7.195 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 1.49T | 0% |
| Annual Yield % from dividends | 0.73 | 1.09 | 67% |
| Returns for 1 year | -2.49 | 20.28 | -12% |
| Returns for 3 years | -0.47 | 52.04 | -1% |
| Returns for 5 years | 19.36 | 88.05 | 22% |
| Returns for 10 years | 80.08 | 203.38 | 39% |
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