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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.21
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets395.14M
Vanguard 500 Index Investor
Price$565.02
Change+$2.99 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Jan 24, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. MLVRX (395M). VFINX pays higher dividends than MLVRX: VFINX (1.24) vs MLVRX (1.05). MLVRX was incepted earlier than VFINX: MLVRX (11 years) vs VFINX (48 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 : 25.21 vs. MLVRX (2.20). VFINX return over 5 years is better than : 84.81 vs. MLVRX (15.19).
| MLVRX | VFINX | MLVRX / 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 | 2.740 | 3.535 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 395M | 1.35T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 2.20 | 25.21 | 9% |
| Returns for 3 years | -3.64 | 38.51 | -9% |
| Returns for 5 years | 15.19 | 84.81 | 18% |
| Returns for 10 years | 88.63 | 197.13 | 45% |