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MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
MLVTX vs VFINX Comparison Chart in %
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MLVTX vs. VFINX commentary
Jul 06, 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: 1.43T 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 : 13.50 vs. MLVTX (-1.40). VFINX return over 5 years is better than : 100.85 vs. MLVTX (29.36).
| 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 | 5.915 | 6.806 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.43T | 0% |
| Annual Yield % from dividends | 1.27 | 1.12 | 114% |
| Returns for 1 year | -1.40 | 13.50 | -10% |
| Returns for 3 years | 4.93 | 64.34 | 8% |
| Returns for 5 years | 29.36 | 100.85 | 29% |
| Returns for 10 years | 88.77 | 204.03 | 44% |
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