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MLVPX vs VFINX
MLVPX vs VFINX Comparison
Open Charts MLVPX vs VFINX
MFS Low Volatility Equity R3
Price$18.89
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets390.13M
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MLVPX vs VFINX Comparison Chart
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MLVPX vs. VFINX commentary
Jan 19, 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: 1.35T vs. MLVPX (390M). VFINX pays higher dividends than MLVPX: VFINX (1.24) vs MLVPX (0.83). MLVPX was incepted earlier than VFINX: MLVPX (11 years) vs VFINX (48 years). MLVPX is a more actively managed with annual turnover of: 39.00 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 : 25.53 vs. MLVPX (1.68). VFINX return over 5 years is better than : 80.24 vs. MLVPX (12.06).
| MLVPX | VFINX | MLVPX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 1.233 | 2.006 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 390M | 1.35T | 0% |
| Annual Yield % from dividends | 0.83 | 1.24 | 67% |
| Returns for 1 year | 1.68 | 25.53 | 7% |
| Returns for 3 years | -7.78 | 31.14 | -25% |
| Returns for 5 years | 12.06 | 80.24 | 15% |
| Returns for 10 years | 83.35 | 197.00 | 42% |
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