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MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$19.83
Change+$0.14 (+0.71%)
VolumeN/A
Net Assets352.36M
Vanguard 500 Index Investor
Price$592.53
Change-$3.45 (-0.58%)
VolumeN/A
Net Assets1.33T
MLVTX vs VFINX Comparison Chart in %
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MLVTX vs. VFINX commentary
Aug 20, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.33T vs. MLVTX (352M). MLVTX pays higher dividends than VFINX: MLVTX (1.27) vs VFINX (1.09). 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 : 15.03 vs. MLVTX (-4.41). VFINX return over 5 years is better than : 90.53 vs. MLVTX (22.53).
| 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 | 7.268 | 9.812 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.33T | 0% |
| Annual Yield % from dividends | 1.27 | 1.09 | 116% |
| Returns for 1 year | -4.41 | 15.03 | -29% |
| Returns for 3 years | -0.70 | 52.55 | -1% |
| Returns for 5 years | 22.53 | 90.53 | 25% |
| Returns for 10 years | 93.71 | 227.23 | 41% |
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