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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$18.94
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$559.90
Change-$2.16 (-0.38%)
VolumeN/A
CapitalizationN/A
MLVBX vs VFIAX Comparison Chart
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MLVBX vs. VFIAX commentary
Dec 19, 2024
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: 1.37T vs. MLVBX (405M). 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 : 27.64 vs. MLVBX (3.98). VFIAX return over 5 years is better than : 88.64 vs. MLVBX (13.57).
| 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 | 3.020 | 27.303 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 405M | 1.37T | 0% |
| Annual Yield % from dividends | 0.12 | 1.32 | 9% |
| Returns for 1 year | 3.98 | 27.64 | 14% |
| Returns for 3 years | -11.26 | 30.99 | -36% |
| Returns for 5 years | 13.57 | 88.64 | 15% |
| Returns for 10 years | 69.26 | 193.66 | 36% |
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