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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$19.20
Change+$0.18 (+0.95%)
VolumeN/A
Net Assets392.91M
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVBX vs VFIAX Comparison Chart
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MLVBX vs. VFIAX commentary
Jan 31, 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 MLVBX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MLVBX (393M). VFIAX pays higher dividends than MLVBX: VFIAX (1.32) vs MLVBX (0.12). MLVBX was incepted earlier than VFIAX: MLVBX (11 years) vs VFIAX (24 years). MLVBX is a more actively managed with annual turnover of: 39.00 vs. VFIAX (2.00). MLVBX has a lower initial minimum investment than VFIAX: MLVBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 24.73 vs. MLVBX (1.89). VFIAX return over 5 years is better than : 87.32 vs. MLVBX (11.73).
| MLVBX | VFIAX | MLVBX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | 3.616 | 2.751 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.35T | 0% |
| Annual Yield % from dividends | 0.12 | 1.32 | 9% |
| Returns for 1 year | 1.89 | 24.73 | 8% |
| Returns for 3 years | -7.22 | 33.85 | -21% |
| Returns for 5 years | 11.73 | 87.32 | 13% |
| Returns for 10 years | 73.41 | 199.28 | 37% |
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