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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$17.49
Change-$1.01 (-5.46%)
VolumeN/A
Net Assets329.54M
Vanguard 500 Index Admiral
Price$468.23
Change-$29.68 (-5.96%)
VolumeN/A
Net Assets1.4T
MLVBX vs VFIAX Comparison Chart
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MLVBX vs. VFIAX commentary
Apr 06, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MLVBX (330M). VFIAX pays higher dividends than MLVBX: VFIAX (1.35) vs MLVBX (0.14). MLVBX was incepted earlier than VFIAX: MLVBX (11 years) vs VFIAX (24 years). MLVBX (1.69) is less costly to investors than VFIAX (0.04). MLVBX is a more actively managed with annual turnover of: 25.00 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 : -1.38 vs. MLVBX (-10.55). VFIAX return over 5 years is better than : 104.00 vs. MLVBX (32.65).
| MLVBX | VFIAX | MLVBX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 11 years | 24 years | - |
| Gain YTD | -5.525 | -13.720 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 330M | 1.4T | 0% |
| Annual Yield % from dividends | 0.14 | 1.35 | 10% |
| Returns for 1 year | -10.55 | -1.38 | 764% |
| Returns for 3 years | -17.17 | 12.21 | -141% |
| Returns for 5 years | 32.65 | 104.00 | 31% |
| Returns for 10 years | 55.08 | 144.83 | 38% |
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