Interact to see
Advertisement
Advertisement
MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$20.00
Change+$0.06 (+0.30%)
VolumeN/A
Net Assets352.86M
Vanguard 500 Index Investor
Price$610.71
Change-$0.59 (-0.10%)
VolumeN/A
Net Assets1.37T
MLVTX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. VFINX commentary
Sep 19, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MLVTX (353M). MLVTX pays higher dividends than VFINX: MLVTX (1.24) vs VFINX (1.07). 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 : 17.30 vs. MLVTX (-5.94). VFINX return over 5 years is better than : 99.07 vs. MLVTX (23.86).
| 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 | 7.863 | 12.634 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.37T | 0% |
| Annual Yield % from dividends | 1.24 | 1.07 | 116% |
| Returns for 1 year | -5.94 | 17.30 | -34% |
| Returns for 3 years | 7.58 | 70.58 | 11% |
| Returns for 5 years | 23.86 | 99.07 | 24% |
| Returns for 10 years | 97.76 | 239.01 | 41% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement