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MLVGX vs VFINX
MLVGX vs VFINX Comparison
Open Charts MLVGX vs VFINX
MFS Low Volatility Equity C
Price$17.88
Change-$2.04 (-10.24%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVGX vs VFINX Comparison Chart in %
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MLVGX vs. VFINX commentary
Feb 04, 2026
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 MLVGX is a Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVGX (336M). VFINX pays higher dividends than MLVGX: VFINX (1.01) vs MLVGX (0.25). MLVGX was incepted earlier than VFINX: MLVGX (12 years) vs VFINX (49 years). MLVGX (1.68) is less costly to investors than VFINX (0.14). MLVGX is a more actively managed with annual turnover of: 23.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVGX: VFINX (0) vs MLVGX (1000). VFINX annual gain was more profitable for investors over the last year : 15.48 vs. MLVGX (-5.64). VFINX return over 5 years is better than : 78.93 vs. MLVGX (-3.83).
| MLVGX | VFINX | MLVGX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.68 | 0.14 | 1,200% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.113 | 1.131 | 187% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 0.25 | 1.01 | 25% |
| Returns for 1 year | -5.64 | 15.48 | -36% |
| Returns for 3 years | 0.92 | 67.54 | 1% |
| Returns for 5 years | -3.83 | 78.93 | -5% |
| Returns for 10 years | 64.45 | 268.63 | 24% |
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