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MLVPX vs VFINX
MLVPX vs VFINX Comparison
Open Charts MLVPX vs VFINX
MFS Low Volatility Equity R3
Price$19.62
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.93M
Vanguard 500 Index Investor
Price$590.19
Change+$4.62 (+0.79%)
VolumeN/A
Net Assets1.49T
MLVPX vs VFINX Comparison Chart in %
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MLVPX vs. VFINX commentary
Aug 09, 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 MLVPX is a Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVPX (351M). VFINX pays higher dividends than MLVPX: VFINX (1.09) vs MLVPX (0.96). MLVPX was incepted earlier than VFINX: MLVPX (12 years) vs VFINX (49 years). MLVPX (0.94) is less costly to investors than VFINX (0.14). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVPX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 19.25 vs. MLVPX (-3.46). VFINX return over 5 years is better than : 89.27 vs. MLVPX (20.49).
| MLVPX | VFINX | MLVPX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 5.253 | 7.894 | 67% |
| 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 | 0.96 | 1.09 | 88% |
| Returns for 1 year | -3.46 | 19.25 | -18% |
| Returns for 3 years | -0.07 | 53.87 | -0% |
| Returns for 5 years | 20.49 | 89.27 | 23% |
| Returns for 10 years | 83.19 | 204.35 | 41% |
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