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MLVOX vs VFINX
MLVOX vs VFINX Comparison
Open Charts MLVOX vs VFINX
MFS Low Volatility Equity R2
Price$20.21
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVOX vs VFINX Comparison Chart in %
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MLVOX 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 MLVOX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVOX (350M). VFINX pays higher dividends than MLVOX: VFINX (1.05) vs MLVOX (0.73). MLVOX was incepted earlier than VFINX: MLVOX (12 years) vs VFINX (49 years). MLVOX (1.19) is less costly to investors than VFINX (0.14). MLVOX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVOX (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. MLVOX (-7.04). VFINX return over 5 years is better than : 91.55 vs. MLVOX (18.21).
| MLVOX | VFINX | MLVOX / VFINX | |
| Total Expense Ratio | 1.14 | 0.14 | 814% |
| Annual Report Gross Expense Ratio | 1.19 | 0.14 | 850% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 8.764 | 13.407 | 65% |
| 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 | 0.73 | 1.05 | 69% |
| Returns for 1 year | -7.04 | 14.15 | -50% |
| Returns for 3 years | 11.29 | 79.37 | 14% |
| Returns for 5 years | 18.21 | 91.55 | 20% |
| Returns for 10 years | 88.68 | 228.72 | 39% |
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