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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$20.02
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Oct 19, 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 MLVMX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVMX (350M). VFINX pays higher dividends than MLVMX: VFINX (1.05) vs MLVMX (0.31). MLVMX was incepted earlier than VFINX: MLVMX (12 years) vs VFINX (49 years). MLVMX (1.69) is less costly to investors than VFINX (0.14). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVMX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 14.15 vs. MLVMX (-7.59). VFINX return over 5 years is better than : 91.55 vs. MLVMX (14.99).
| MLVMX | VFINX | MLVMX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 8.311 | 13.407 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 0.31 | 1.05 | 29% |
| Returns for 1 year | -7.59 | 14.15 | -54% |
| Returns for 3 years | 9.43 | 79.37 | 12% |
| Returns for 5 years | 14.99 | 91.55 | 16% |
| Returns for 10 years | 78.91 | 228.72 | 35% |
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