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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$18.05
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets333.76M
Vanguard 500 Index Investor
Price$495.11
Change+$8.81 (+1.81%)
VolumeN/A
Net Assets1.32T
MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Apr 12, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MLVRX (334M). VFINX pays higher dividends than MLVRX: VFINX (1.24) vs MLVRX (1.13). MLVRX was incepted earlier than VFINX: MLVRX (11 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 : 1.37 vs. MLVRX (-7.70). VFINX return over 5 years is better than : 88.91 vs. MLVRX (25.76).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | -4.109 | -10.404 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 334M | 1.32T | 0% |
| Annual Yield % from dividends | 1.13 | 1.24 | 91% |
| Returns for 1 year | -7.70 | 1.37 | -563% |
| Returns for 3 years | -12.47 | 19.88 | -63% |
| Returns for 5 years | 25.76 | 88.91 | 29% |
| Returns for 10 years | 74.28 | 151.78 | 49% |
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