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MLVPX vs VFINX
MLVPX vs VFINX Comparison
Open Charts MLVPX vs VFINX
MFS Low Volatility Equity R3
Price$21.88
Change+$0.02 (+0.09%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$539.39
Change-$0.09 (-0.02%)
VolumeN/A
CapitalizationN/A
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MLVPX vs VFINX Comparison Chart
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MLVPX vs. VFINX commentary
Oct 18, 2024
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 StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. MLVPX (425M). 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 : 35.47 vs. MLVPX (22.18). VFINX return over 5 years is better than : 95.74 vs. MLVPX (40.14).
| 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 | 18.869 | 22.617 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 425M | 1.28T | 0% |
| Annual Yield % from dividends | 0.83 | 1.24 | 67% |
| Returns for 1 year | 22.18 | 35.47 | 63% |
| Returns for 3 years | 1.13 | 30.26 | 4% |
| Returns for 5 years | 40.14 | 95.74 | 42% |
| Returns for 10 years | 131.15 | 208.75 | 63% |
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