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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$19.93
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVMX vs VFINX Comparison Chart in %
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MLVMX vs. VFINX commentary
Nov 14, 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: 1.46T vs. MLVMX (345M). VFINX pays higher dividends than MLVMX: VFINX (1.02) 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 : 12.61 vs. MLVMX (-8.55). VFINX return over 5 years is better than : 88.05 vs. MLVMX (11.00).
| 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 | 7.824 | 14.710 | 53% |
| 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 | 0.31 | 1.02 | 30% |
| Returns for 1 year | -8.55 | 12.61 | -68% |
| Returns for 3 years | 3.87 | 70.37 | 5% |
| Returns for 5 years | 11.00 | 88.05 | 12% |
| Returns for 10 years | 76.42 | 228.28 | 33% |