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MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$18.92
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets350.1M
Vanguard 500 Index Investor
Price$536.41
Change-$3.59 (-0.66%)
VolumeN/A
Net Assets1.33T
MLVTX vs VFINX Comparison Chart
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MLVTX vs. VFINX commentary
May 25, 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 MLVTX is a StrongBuy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. MLVTX (350M). VFINX (1.25) and MLVTX (1.25) have matching dividends . MLVTX was incepted earlier than VFINX: MLVTX (11 years) vs VFINX (49 years). MLVTX (0.61) is less costly to investors than VFINX (0.14). MLVTX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVTX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 10.19 vs. MLVTX (-4.96). VFINX return over 5 years is better than : 96.25 vs. MLVTX (29.66).
| MLVTX | VFINX | MLVTX / VFINX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 1.965 | -1.172 | -168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.34T | 0% |
| Annual Yield % from dividends | 1.25 | 1.25 | 100% |
| Returns for 1 year | -4.96 | 10.19 | -49% |
| Returns for 3 years | 0.03 | 47.27 | 0% |
| Returns for 5 years | 29.66 | 96.25 | 31% |
| Returns for 10 years | 80.15 | 176.00 | 46% |
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