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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$18.81
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets357.13M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVBX vs VFIAX Comparison Chart
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MLVBX vs. VFIAX commentary
May 23, 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: 1.34T vs. MLVBX (357M). VFIAX pays higher dividends than MLVBX: VFIAX (1.36) vs MLVBX (0.14). MLVBX was incepted earlier than VFIAX: MLVBX (11 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 : 11.66 vs. MLVBX (-6.30). VFIAX return over 5 years is better than : 100.87 vs. MLVBX (24.74).
| 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 | 25 years | - |
| Gain YTD | 2.091 | 1.173 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.34T | 0% |
| Annual Yield % from dividends | 0.14 | 1.36 | 10% |
| Returns for 1 year | -6.30 | 11.66 | -54% |
| Returns for 3 years | -0.22 | 52.32 | -0% |
| Returns for 5 years | 24.74 | 100.87 | 25% |
| Returns for 10 years | 65.56 | 179.59 | 37% |
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