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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$18.73
Change+$0.13 (+0.70%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$548.83
Change+$5.93 (+1.09%)
VolumeN/A
CapitalizationN/A
MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Dec 23, 2024
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: 1.37T vs. MLVRX (397M). 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 : 25.40 vs. MLVRX (3.79). VFINX return over 5 years is better than : 84.83 vs. MLVRX (17.04).
| 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 | 2.496 | 24.763 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 397M | 1.37T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 3.79 | 25.40 | 15% |
| Returns for 3 years | -10.08 | 28.04 | -36% |
| Returns for 5 years | 17.04 | 84.83 | 20% |
| Returns for 10 years | 84.30 | 186.19 | 45% |
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