Interact to see
Advertisement
Advertisement
MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$18.12
Change-$2.04 (-10.12%)
VolumeN/A
Net Assets336.27M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVTX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVTX 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 MLVTX is a Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVTX (336M). MLVTX pays higher dividends than VFINX: MLVTX (1.27) vs VFINX (1.01). MLVTX was incepted earlier than VFINX: MLVTX (12 years) vs VFINX (49 years). MLVTX (0.60) is less costly to investors than VFINX (0.14). MLVTX is a more actively managed with annual turnover of: 23.00 vs. VFINX (2.00). MLVTX (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. MLVTX (-4.50). VFINX return over 5 years is better than : 78.93 vs. MLVTX (0.83).
| MLVTX | VFINX | MLVTX / VFINX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.60 | 0.14 | 429% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.200 | 1.131 | 194% |
| 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 | 1.27 | 1.01 | 126% |
| Returns for 1 year | -4.50 | 15.48 | -29% |
| Returns for 3 years | 4.55 | 67.54 | 7% |
| Returns for 5 years | 0.83 | 78.93 | 1% |
| Returns for 10 years | 80.20 | 268.63 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers