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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$19.79
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets354.41M
Vanguard 500 Index Admiral
Price$601.05
Change+$1.91 (+0.32%)
VolumeN/A
Net Assets1.33T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.33T vs. MLVBX (354M). 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 : 15.96 vs. MLVBX (-6.13). VFIAX return over 5 years is better than : 84.80 vs. MLVBX (14.97).
| 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 | 7.239 | 10.412 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.33T | 0% |
| Annual Yield % from dividends | 0.19 | 1.18 | 16% |
| Returns for 1 year | -6.13 | 15.96 | -38% |
| Returns for 3 years | 1.81 | 60.86 | 3% |
| Returns for 5 years | 14.97 | 84.80 | 18% |
| Returns for 10 years | 81.90 | 228.59 | 36% |
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