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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.70
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard 500 Index Investor
Price$596.00
Change-$1.60 (-0.27%)
VolumeN/A
Net Assets1.33T
MLVRX vs VFINX Comparison Chart in %
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MLVRX vs. VFINX commentary
Aug 17, 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: 1.33T vs. MLVRX (353M). MLVRX pays higher dividends than VFINX: MLVRX (1.18) vs VFINX (1.09). 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 : 16.41 vs. MLVRX (-4.31). VFINX return over 5 years is better than : 91.33 vs. MLVRX (22.97).
| 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 | 6.559 | 9.815 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.33T | 0% |
| Annual Yield % from dividends | 1.18 | 1.09 | 108% |
| Returns for 1 year | -4.31 | 16.41 | -26% |
| Returns for 3 years | -1.83 | 49.88 | -4% |
| Returns for 5 years | 22.97 | 91.33 | 25% |
| Returns for 10 years | 88.00 | 207.64 | 42% |
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