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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$20.19
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.17M
Vanguard 500 Index Investor
Price$619.94
Change-$2.37 (-0.38%)
VolumeN/A
Net Assets1.41T
MLVBX vs VFINX Comparison Chart in %
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MLVBX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MLVBX (355M). VFINX pays higher dividends than MLVBX: VFINX (1.05) vs MLVBX (0.22). MLVBX was incepted earlier than VFINX: MLVBX (12 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 : 18.40 vs. MLVBX (-3.80). VFINX return over 5 years is better than : 95.79 vs. MLVBX (17.04).
| 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 | 12 years | 49 years | - |
| Gain YTD | 9.287 | 14.677 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 1.41T | 0% |
| Annual Yield % from dividends | 0.22 | 1.05 | 21% |
| Returns for 1 year | -3.80 | 18.40 | -21% |
| Returns for 3 years | 13.19 | 85.42 | 15% |
| Returns for 5 years | 17.04 | 95.79 | 18% |
| Returns for 10 years | 80.18 | 235.08 | 34% |
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