Interact to see
Advertisement
Advertisement
MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$18.41
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets340.87M
Vanguard 500 Index Investor
Price$640.46
Change+$12.39 (+1.97%)
VolumeN/A
Net Assets1.51T
MLVRX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVRX vs. VFINX commentary
Feb 09, 2026
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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.51T vs. MLVRX (341M). MLVRX pays higher dividends than VFINX: MLVRX (1.18) vs VFINX (1.01). MLVRX was incepted earlier than VFINX: MLVRX (12 years) vs VFINX (49 years). MLVRX (0.68) is less costly to investors than VFINX (0.14). MLVRX is a more actively managed with annual turnover of: 23.00 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 : 14.03 vs. MLVRX (-3.21). VFINX return over 5 years is better than : 78.60 vs. MLVRX (2.92).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 3.894 | 1.348 | 289% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.51T | 0% |
| Annual Yield % from dividends | 1.18 | 1.01 | 117% |
| Returns for 1 year | -3.21 | 14.03 | -23% |
| Returns for 3 years | 5.18 | 66.78 | 8% |
| Returns for 5 years | 2.92 | 78.60 | 4% |
| Returns for 10 years | 87.69 | 274.86 | 32% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| CRYPTO / NAME | Price $ | Chg $ | Chg % |
| AERGO.X | 0.057070 | 0.000488 | +0.86% |
| Aergo cryptocurrency | |||
| PSG.X | 0.670201 | 0.005582 | +0.84% |
| Paris Saint-Germain Fan Token cryptocurrency | |||
| STMX.X | 0.000013 | N/A | +0.02% |
| StormX cryptocurrency | |||
| JUP.X | 0.167310 | -0.000540 | -0.32% |
| Jupiter cryptocurrency | |||
| DGB.X | 0.004252 | -0.000087 | -2.00% |
| DigiByte cryptocurrency | |||