Interact to see
Advertisement
Advertisement
MLVTX vs VFINX
MLVTX vs VFINX Comparison
Open Charts MLVTX vs VFINX
MFS Low Volatility Equity R6
Price$20.05
Change-$0.18 (-0.89%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVTX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVTX 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 MLVTX is a StrongBuy and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. MLVTX (345M). MLVTX pays higher dividends than VFINX: MLVTX (1.26) vs VFINX (1.02). MLVTX was incepted earlier than VFINX: MLVTX (12 years) vs VFINX (49 years). MLVTX (0.61) is less costly to investors than VFINX (0.14). MLVTX is a more actively managed with annual turnover of: 25.00 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 : 14.54 vs. MLVTX (-6.71). VFINX return over 5 years is better than : 91.22 vs. MLVTX (16.93).
| MLVTX | VFINX | MLVTX / VFINX | |
| Total Expense Ratio | 0.57 | 0.14 | 407% |
| Annual Report Gross Expense Ratio | 0.61 | 0.14 | 436% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 9.789 | 16.640 | 59% |
| 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 | 1.26 | 1.02 | 123% |
| Returns for 1 year | -6.71 | 14.54 | -46% |
| Returns for 3 years | 7.48 | 71.72 | 10% |
| Returns for 5 years | 16.93 | 91.22 | 19% |
| Returns for 10 years | 95.67 | 238.83 | 40% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement