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MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$17.80
Change-$0.37 (-2.04%)
VolumeN/A
Net Assets340.56M
Vanguard 500 Index Investor
Price$486.30
Change-$17.35 (-3.44%)
VolumeN/A
Net Assets1.32T
MLVTX vs VFINX Comparison Chart
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MLVTX vs. VFINX commentary
Apr 11, 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: 1.32T vs. MLVTX (341M). VFINX (1.24) and MLVTX (1.23) 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 : -4.34 vs. MLVTX (-5.83). VFINX return over 5 years is better than : 78.65 vs. MLVTX (27.43).
| 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 | -2.076 | -15.272 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.32T | 0% |
| Annual Yield % from dividends | 1.23 | 1.24 | 99% |
| Returns for 1 year | -5.83 | -4.34 | 134% |
| Returns for 3 years | -11.74 | 11.08 | -106% |
| Returns for 5 years | 27.43 | 78.65 | 35% |
| Returns for 10 years | 73.46 | 137.41 | 53% |
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