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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets356.55M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. MLVRX (357M). VFINX pays higher dividends than MLVRX: VFINX (1.18) vs MLVRX (1.12). MLVRX was incepted earlier than VFINX: MLVRX (12 years) vs VFINX (49 years). MLVRX (0.69) is less costly to investors than VFINX (0.14). MLVRX is a more actively managed with annual turnover of: 25.00 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 : 11.28 vs. MLVRX (-3.85). VFINX return over 5 years is better than : 98.57 vs. MLVRX (29.43).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 3.113 | 3.023 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.43T | 0% |
| Annual Yield % from dividends | 1.12 | 1.18 | 95% |
| Returns for 1 year | -3.85 | 11.28 | -34% |
| Returns for 3 years | 7.69 | 61.81 | 12% |
| Returns for 5 years | 29.43 | 98.57 | 30% |
| Returns for 10 years | 87.73 | 188.42 | 47% |
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