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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$19.39
Change-$0.04 (-0.21%)
VolumeN/A
Net Assets351.95M
Vanguard 500 Index Admiral
Price$585.53
Change-$0.44 (-0.08%)
VolumeN/A
Net Assets1.49T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.49T vs. MLVBX (352M). VFIAX pays higher dividends than MLVBX: VFIAX (1.18) vs MLVBX (0.19). MLVBX was incepted earlier than VFIAX: MLVBX (12 years) vs VFIAX (25 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 : 22.10 vs. MLVBX (-2.94). VFIAX return over 5 years is better than : 89.42 vs. MLVBX (16.07).
| 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 | 12 years | 25 years | - |
| Gain YTD | 5.023 | 7.985 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.49T | 0% |
| Annual Yield % from dividends | 0.19 | 1.18 | 16% |
| Returns for 1 year | -2.94 | 22.10 | -13% |
| Returns for 3 years | -2.29 | 53.34 | -4% |
| Returns for 5 years | 16.07 | 89.42 | 18% |
| Returns for 10 years | 68.14 | 201.70 | 34% |
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