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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
Vanguard 500 Index Investor
Price$599.48
Change-$1.82 (-0.30%)
VolumeN/A
Net Assets1.37T
MLVRX vs VFINX Comparison Chart in %
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MLVRX vs. VFINX commentary
Sep 06, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVRX (356M). MLVRX pays higher dividends than VFINX: MLVRX (1.15) vs VFINX (1.07). 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 : 18.21 vs. MLVRX (-4.41). VFINX return over 5 years is better than : 89.77 vs. MLVRX (23.56).
| 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 | 8.398 | 10.792 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.37T | 0% |
| Annual Yield % from dividends | 1.15 | 1.07 | 107% |
| Returns for 1 year | -4.41 | 18.21 | -24% |
| Returns for 3 years | 7.52 | 66.39 | 11% |
| Returns for 5 years | 23.56 | 89.77 | 26% |
| Returns for 10 years | 103.25 | 230.12 | 45% |
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