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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$20.04
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVRX vs VFINX Comparison Chart in %
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MLVRX 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 MLVRX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. MLVRX (345M). MLVRX pays higher dividends than VFINX: MLVRX (1.17) vs VFINX (1.02). MLVRX was incepted earlier than VFINX: MLVRX (12 years) vs VFINX (49 years). MLVRX (0.69) is less costly to investors than VFINX (0.14). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). MLVRX (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. MLVRX (-6.81). VFINX return over 5 years is better than : 88.05 vs. MLVRX (17.73).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 9.657 | 14.710 | 66% |
| 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 | 1.17 | 1.02 | 114% |
| Returns for 1 year | -6.81 | 12.61 | -54% |
| Returns for 3 years | 7.50 | 70.37 | 11% |
| Returns for 5 years | 17.73 | 88.05 | 20% |
| Returns for 10 years | 99.68 | 228.28 | 44% |
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