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MLVHX vs VFINX
MLVHX vs VFINX Comparison
Open Charts MLVHX vs VFINX
MFS Low Volatility Equity I
Price$18.09
Change-$2.04 (-10.13%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVHX vs VFINX Comparison Chart in %
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MLVHX vs. VFINX commentary
Feb 05, 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 MLVHX is a Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVHX (336M). MLVHX pays higher dividends than VFINX: MLVHX (1.20) vs VFINX (1.01). MLVHX was incepted earlier than VFINX: MLVHX (12 years) vs VFINX (49 years). MLVHX (0.68) 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 : 15.48 vs. MLVHX (-4.58). VFINX return over 5 years is better than : 78.93 vs. MLVHX (0.42).
| MLVHX | VFINX | MLVHX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.146 | 1.131 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 336M | 1.48T | 0% |
| Annual Yield % from dividends | 1.20 | 1.01 | 119% |
| Returns for 1 year | -4.58 | 15.48 | -30% |
| Returns for 3 years | 4.23 | 67.54 | 6% |
| Returns for 5 years | 0.42 | 78.93 | 1% |
| Returns for 10 years | 78.86 | 268.63 | 29% |
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