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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$19.79
Change-$0.05 (-0.25%)
VolumeN/A
Net Assets354.41M
Vanguard 500 Index Investor
Price$601.06
Change+$1.90 (+0.32%)
VolumeN/A
Net Assets1.33T
MLVBX vs VFINX Comparison Chart in %
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MLVBX vs. VFINX commentary
Aug 29, 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: 1.33T vs. MLVBX (354M). 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 : 15.95 vs. MLVBX (-6.13). VFINX return over 5 years is better than : 84.80 vs. MLVBX (14.97).
| 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 | 7.239 | 10.398 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.33T | 0% |
| Annual Yield % from dividends | 0.19 | 1.09 | 17% |
| Returns for 1 year | -6.13 | 15.95 | -38% |
| Returns for 3 years | 1.81 | 60.86 | 3% |
| Returns for 5 years | 14.97 | 84.80 | 18% |
| Returns for 10 years | 81.90 | 228.64 | 36% |
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