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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$18.06
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets339.04M
Vanguard 500 Index Investor
Price$639.70
Change-$3.42 (-0.53%)
VolumeN/A
Net Assets1.47T
MLVRX vs VFINX Comparison Chart in %
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MLVRX vs. VFINX commentary
Jan 15, 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 MLVRX is a Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVRX (339M). MLVRX pays higher dividends than VFINX: MLVRX (1.20) 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: 23.00 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 : 18.64 vs. MLVRX (-1.52). VFINX return over 5 years is better than : 84.11 vs. MLVRX (3.59).
| 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 | 1.919 | 1.228 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 1.20 | 1.02 | 118% |
| Returns for 1 year | -1.52 | 18.64 | -8% |
| Returns for 3 years | 4.22 | 73.54 | 6% |
| Returns for 5 years | 3.59 | 84.11 | 4% |
| Returns for 10 years | 85.63 | 269.28 | 32% |
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