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MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$20.12
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Investor
Price$615.42
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVRX vs VFINX Comparison Chart in %
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MLVRX 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 MLVRX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVRX (350M). MLVRX pays higher dividends than VFINX: MLVRX (1.15) vs VFINX (1.05). 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 : 14.15 vs. MLVRX (-6.63). VFINX return over 5 years is better than : 91.55 vs. MLVRX (20.94).
| 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 | 9.169 | 13.407 | 68% |
| 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 | 1.15 | 1.05 | 110% |
| Returns for 1 year | -6.63 | 14.15 | -47% |
| Returns for 3 years | 12.81 | 79.37 | 16% |
| Returns for 5 years | 20.94 | 91.55 | 23% |
| Returns for 10 years | 97.93 | 228.72 | 43% |
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