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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$19.70
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.14M
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVRX vs VFINX Comparison Chart in %
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MLVRX vs. VFINX commentary
Jul 26, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVRX (357M). MLVRX pays higher dividends than VFINX: MLVRX (1.18) vs VFINX (1.12). 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 : 17.93 vs. MLVRX (-2.35). VFINX return over 5 years is better than : 98.06 vs. MLVRX (27.02).
| 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 | 6.559 | 8.268 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.49T | 0% |
| Annual Yield % from dividends | 1.18 | 1.12 | 106% |
| Returns for 1 year | -2.35 | 17.93 | -13% |
| Returns for 3 years | 5.26 | 62.41 | 8% |
| Returns for 5 years | 27.02 | 98.06 | 28% |
| Returns for 10 years | 90.90 | 204.41 | 44% |
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