Interact to see
Advertisement
Advertisement
MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$19.72
Change+$0.05 (+0.25%)
VolumeN/A
Net Assets357.66M
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MLVTX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. VFINX commentary
Jul 27, 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: 1.49T vs. MLVTX (358M). MLVTX pays higher dividends than VFINX: MLVTX (1.27) vs VFINX (1.12). 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 : 18.40 vs. MLVTX (-2.20). VFINX return over 5 years is better than : 98.86 vs. MLVTX (26.16).
| 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 | 6.673 | 8.702 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.49T | 0% |
| Annual Yield % from dividends | 1.27 | 1.12 | 114% |
| Returns for 1 year | -2.20 | 18.40 | -12% |
| Returns for 3 years | 4.91 | 63.07 | 8% |
| Returns for 5 years | 26.16 | 98.86 | 26% |
| Returns for 10 years | 86.53 | 205.63 | 42% |
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 | |||
|---|---|---|---|
| FOREX / NAME | Price $ | Chg $ | Chg % |
| CNYHKD | 1.10 | 0.00 | +0.08% |
| China Yuan - Hong Kong Dollar | |||
| GBPUSD | 1.35 | N/A | N/A |
| United Kingdom Pound - United States Dollar | |||
| CADGBP | 0.54 | N/A | N/A |
| Canadian Dollar - United Kingdom Pound | |||
| NZDCAD | 0.82 | N/A | N/A |
| New Zealand Dollar - Canadian Dollar | |||
| HQH | 16.19 | -0.03 | -0.18% |
| abrdn Healthcare Investors | |||