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MLVMX vs VFINX
MLVMX vs VFINX Comparison
Open Charts MLVMX vs VFINX
MFS Low Volatility Equity R1
Price$18.01
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVMX vs VFINX Comparison Chart in %
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MLVMX 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 MLVMX is a Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVMX (336M). VFINX pays higher dividends than MLVMX: VFINX (1.01) vs MLVMX (0.28). MLVMX was incepted earlier than VFINX: MLVMX (12 years) vs VFINX (49 years). MLVMX (1.68) is less costly to investors than VFINX (0.14). MLVMX is a more actively managed with annual turnover of: 23.00 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 : 15.48 vs. MLVMX (-5.57). VFINX return over 5 years is better than : 78.93 vs. MLVMX (-3.52).
| MLVMX | VFINX | MLVMX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.68 | 0.14 | 1,200% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.098 | 1.131 | 185% |
| 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 | 0.28 | 1.01 | 28% |
| Returns for 1 year | -5.57 | 15.48 | -36% |
| Returns for 3 years | 1.09 | 67.54 | 2% |
| Returns for 5 years | -3.52 | 78.93 | -4% |
| Returns for 10 years | 65.94 | 268.63 | 25% |
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