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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$21.51
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$527.69
Change-$1.02 (-0.19%)
VolumeN/A
CapitalizationN/A
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MLVRX vs VFINX Comparison Chart
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MLVRX vs. VFINX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.24T vs. MLVRX (426M). 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 : 31.71 vs. MLVRX (19.10). VFINX return over 5 years is better than : 90.48 vs. MLVRX (38.08).
| 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 | 17.002 | 19.944 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 1.24T | 0% |
| Annual Yield % from dividends | 1.05 | 1.24 | 85% |
| Returns for 1 year | 19.10 | 31.71 | 60% |
| Returns for 3 years | 1.82 | 31.00 | 6% |
| Returns for 5 years | 38.08 | 90.48 | 42% |
| Returns for 10 years | 126.84 | 190.35 | 67% |
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