Interact to see
Advertisement
Advertisement
MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$17.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets339.11M
Vanguard 500 Index Investor
Price$639.68
Change-$0.14 (-0.02%)
VolumeN/A
Net Assets1.48T
MLVHX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVHX vs. VFINX commentary
Dec 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 MLVHX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVHX (339M). MLVHX pays higher dividends than VFINX: MLVHX (1.16) vs VFINX (1.02). MLVHX was incepted earlier than VFINX: MLVHX (12 years) vs VFINX (49 years). MLVHX (0.69) is less costly to investors than VFINX (0.14). MLVHX is a more actively managed with annual turnover of: 23.00 vs. VFINX (2.00). MLVHX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 14.84 vs. MLVHX (-4.30). VFINX return over 5 years is better than : 87.51 vs. MLVHX (1.69).
| MLVHX | VFINX | MLVHX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | -2.860 | 17.904 | -16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 1.16 | 1.02 | 113% |
| Returns for 1 year | -4.30 | 14.84 | -29% |
| Returns for 3 years | 5.25 | 80.65 | 7% |
| Returns for 5 years | 1.69 | 87.51 | 2% |
| Returns for 10 years | 66.41 | 237.26 | 28% |