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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$20.21
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
Vanguard 500 Index Investor
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Dec 05, 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 Buy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. MLVMX (345M). VFINX pays higher dividends than MLVMX: VFINX (1.02) vs MLVMX (0.30). 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 : 13.26 vs. MLVMX (-7.39). VFINX return over 5 years is better than : 85.24 vs. MLVMX (11.21).
| 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 | 9.339 | 16.723 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.46T | 0% |
| Annual Yield % from dividends | 0.30 | 1.02 | 30% |
| Returns for 1 year | -7.39 | 13.26 | -56% |
| Returns for 3 years | 0.14 | 68.27 | 0% |
| Returns for 5 years | 11.21 | 85.24 | 13% |
| Returns for 10 years | 75.72 | 227.47 | 33% |
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