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MLVPX vs VFINX
MLVPX vs VFINX Comparison
Open Charts MLVPX vs VFINX
MFS Low Volatility Equity R3
Price$18.63
Change-$0.43 (-2.26%)
VolumeN/A
Net Assets356.86M
Vanguard 500 Index Investor
Price$498.00
Change-$25.30 (-4.83%)
VolumeN/A
Net Assets1.4T
MLVPX vs VFINX Comparison Chart
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MLVPX vs. VFINX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. MLVPX (357M). VFINX pays higher dividends than MLVPX: VFINX (1.24) vs MLVPX (0.91). MLVPX was incepted earlier than VFINX: MLVPX (11 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 : 8.85 vs. MLVPX (-3.27). VFINX return over 5 years is better than : 127.97 vs. MLVPX (49.38).
| MLVPX | VFINX | MLVPX / VFINX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.427 | -3.587 | -68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.4T | 0% |
| Annual Yield % from dividends | 0.91 | 1.24 | 73% |
| Returns for 1 year | -3.27 | 8.85 | -37% |
| Returns for 3 years | -8.60 | 23.83 | -36% |
| Returns for 5 years | 49.38 | 127.97 | 39% |
| Returns for 10 years | 82.46 | 173.04 | 48% |
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