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MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$20.29
Change+$0.16 (+0.79%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Investor
Price$621.99
Change+$6.57 (+1.07%)
VolumeN/A
Net Assets1.41T
MLVTX vs VFINX Comparison Chart in %
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MLVTX vs. VFINX commentary
Oct 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVTX (350M). MLVTX pays higher dividends than VFINX: MLVTX (1.24) vs VFINX (1.05). MLVTX was incepted earlier than VFINX: MLVTX (12 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 : 13.69 vs. MLVTX (-6.70). VFINX return over 5 years is better than : 94.23 vs. MLVTX (21.71).
| MLVTX | VFINX | MLVTX / VFINX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 9.246 | 13.407 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 1.24 | 1.05 | 118% |
| Returns for 1 year | -6.70 | 13.69 | -49% |
| Returns for 3 years | 12.85 | 77.79 | 17% |
| Returns for 5 years | 21.71 | 94.23 | 23% |
| Returns for 10 years | 90.06 | 221.62 | 41% |
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