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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.12
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Feb 23, 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 MLVRX is a StrongBuy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVRX (389M). VFINX pays higher dividends than MLVRX: VFINX (1.24) vs MLVRX (1.05). MLVRX was incepted earlier than VFINX: MLVRX (11 years) vs VFINX (49 years). MLVRX is a more actively managed with annual turnover of: 39.00 vs. VFINX (2.00). MLVRX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 18.27 vs. MLVRX (-1.50). VFINX return over 5 years is better than : 80.18 vs. MLVRX (12.94).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.740 | 2.400 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 389M | 1.41T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | -1.50 | 18.27 | -8% |
| Returns for 3 years | -1.04 | 39.78 | -3% |
| Returns for 5 years | 12.94 | 80.18 | 16% |
| Returns for 10 years | 86.19 | 184.41 | 47% |
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