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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$20.19
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.17M
Vanguard 500 Index Admiral
Price$622.21
Change+$2.30 (+0.37%)
VolumeN/A
Net Assets1.41T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Oct 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 Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVBX (355M). VFIAX pays higher dividends than MLVBX: VFIAX (1.14) vs MLVBX (0.22). 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 : 16.84 vs. MLVBX (-3.80). VFIAX return over 5 years is better than : 96.69 vs. MLVBX (17.04).
| 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 | 9.287 | 14.255 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 1.41T | 0% |
| Annual Yield % from dividends | 0.22 | 1.14 | 19% |
| Returns for 1 year | -3.80 | 16.84 | -23% |
| Returns for 3 years | 13.19 | 84.75 | 16% |
| Returns for 5 years | 17.04 | 96.69 | 18% |
| Returns for 10 years | 80.18 | 233.83 | 34% |
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