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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$19.43
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets351.95M
Vanguard 500 Index Investor
Price$585.57
Change-$0.45 (-0.08%)
VolumeN/A
Net Assets1.49T
MLVBX vs VFINX Comparison Chart in %
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MLVBX vs. VFINX commentary
Aug 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MLVBX (352M). VFINX pays higher dividends than MLVBX: VFINX (1.09) vs MLVBX (0.19). 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 : 22.10 vs. MLVBX (-3.08). VFINX return over 5 years is better than : 89.42 vs. MLVBX (16.07).
| 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 | 5.023 | 7.976 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.49T | 0% |
| Annual Yield % from dividends | 0.19 | 1.09 | 17% |
| Returns for 1 year | -3.08 | 22.10 | -14% |
| Returns for 3 years | -2.24 | 53.34 | -4% |
| Returns for 5 years | 16.07 | 89.42 | 18% |
| Returns for 10 years | 69.44 | 201.73 | 34% |
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