Interact to see
Advertisement
Advertisement
MLVRX vs VFINX
MLVRX vs VFINX Comparison
Open Charts MLVRX vs VFINX
MFS Low Volatility Equity R4
Price$18.10
Change-$2.04 (-10.13%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVRX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVRX vs. VFINX commentary
Feb 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVRX (336M). MLVRX pays higher dividends than VFINX: MLVRX (1.18) vs VFINX (1.01). MLVRX was incepted earlier than VFINX: MLVRX (12 years) vs VFINX (49 years). MLVRX (0.68) 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 : 15.48 vs. MLVRX (-4.59). VFINX return over 5 years is better than : 78.93 vs. MLVRX (1.51).
| MLVRX | VFINX | MLVRX / VFINX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.68 | 0.14 | 486% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.144 | 1.131 | 190% |
| 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 | 1.18 | 1.01 | 117% |
| Returns for 1 year | -4.59 | 15.48 | -30% |
| Returns for 3 years | 4.16 | 67.54 | 6% |
| Returns for 5 years | 1.51 | 78.93 | 2% |
| Returns for 10 years | 83.54 | 268.63 | 31% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| GCMCX | 27.47 | 0.26 | +0.96% |
| Goldman Sachs Mid Cap Value C | |||
| GBLFX | 41.35 | -0.06 | -0.14% |
| American Funds Global Balanced F2 | |||
| BSGIX | 15.86 | -0.05 | -0.31% |
| Baird Small/Mid Cap Growth Institutional | |||
| LGCSX | 20.72 | -0.10 | -0.48% |
| Lord Abbett Global Equity R4 | |||
| BGEFX | 14.16 | -0.31 | -2.17% |
| Baillie Gifford International Growth 4 | |||