Interact to see
Advertisement
Advertisement
MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.93
Change-$0.21 (-1.04%)
VolumeN/A
Net Assets351.91M
Vanguard 500 Index Investor
Price$605.07
Change-$16.78 (-2.70%)
VolumeN/A
Net Assets1.41T
MLVRX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVRX vs. VFINX commentary
Oct 11, 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 Buy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVRX (352M). MLVRX pays higher dividends than VFINX: MLVRX (1.15) vs VFINX (1.05). 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 : 16.57 vs. MLVRX (-4.74). VFINX return over 5 years is better than : 93.94 vs. MLVRX (21.27).
| 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 | 9.277 | 14.592 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.41T | 0% |
| Annual Yield % from dividends | 1.15 | 1.05 | 110% |
| Returns for 1 year | -4.74 | 16.57 | -29% |
| Returns for 3 years | 16.13 | 87.91 | 18% |
| Returns for 5 years | 21.27 | 93.94 | 23% |
| Returns for 10 years | 99.69 | 236.68 | 42% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers