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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$18.81
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets357.13M
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MLVBX vs VFINX Comparison Chart
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MLVBX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.34T vs. MLVBX (357M). VFINX pays higher dividends than MLVBX: VFINX (1.25) vs MLVBX (0.14). MLVBX was incepted earlier than VFINX: MLVBX (11 years) vs VFINX (49 years). MLVBX (1.69) is less costly to investors than VFINX (0.14). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVBX: VFINX (0) vs MLVBX (1000). VFINX annual gain was more profitable for investors over the last year : 10.16 vs. MLVBX (-6.30). VFINX return over 5 years is better than : 97.65 vs. MLVBX (24.74).
| MLVBX | VFINX | MLVBX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 11 years | 49 years | - |
| Gain YTD | 2.091 | -0.468 | -447% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.34T | 0% |
| Annual Yield % from dividends | 0.14 | 1.25 | 11% |
| Returns for 1 year | -6.30 | 10.16 | -62% |
| Returns for 3 years | -0.22 | 47.12 | -0% |
| Returns for 5 years | 24.74 | 97.65 | 25% |
| Returns for 10 years | 65.56 | 175.11 | 37% |
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