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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
MLVBX vs VFINX Comparison Chart
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MLVBX vs. VFINX commentary
Jun 15, 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: 1.43T vs. MLVBX (352M). VFINX pays higher dividends than MLVBX: VFINX (1.18) vs MLVBX (0.13). 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 : 10.04 vs. MLVBX (-4.81). VFINX return over 5 years is better than : 96.36 vs. MLVBX (22.96).
| 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 | 2.685 | 1.876 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.43T | 0% |
| Annual Yield % from dividends | 0.13 | 1.18 | 11% |
| Returns for 1 year | -4.81 | 10.04 | -48% |
| Returns for 3 years | 4.43 | 60.00 | 7% |
| Returns for 5 years | 22.96 | 96.36 | 24% |
| Returns for 10 years | 68.41 | 185.21 | 37% |
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