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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$19.20
Change+$0.18 (+0.95%)
VolumeN/A
Net Assets392.91M
Vanguard 500 Index Investor
Price$560.68
Change+$2.95 (+0.53%)
VolumeN/A
Net Assets1.35T
MLVBX vs VFINX Comparison Chart
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MLVBX vs. VFINX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. MLVBX (393M). VFINX pays higher dividends than MLVBX: VFINX (1.24) vs MLVBX (0.12). MLVBX was incepted earlier than VFINX: MLVBX (11 years) vs VFINX (48 years). MLVBX is a more actively managed with annual turnover of: 39.00 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 : 24.72 vs. MLVBX (1.89). VFINX return over 5 years is better than : 87.33 vs. MLVBX (11.73).
| MLVBX | VFINX | MLVBX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 48 years | - |
| Gain YTD | 3.616 | 2.743 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 393M | 1.35T | 0% |
| Annual Yield % from dividends | 0.12 | 1.24 | 9% |
| Returns for 1 year | 1.89 | 24.72 | 8% |
| Returns for 3 years | -7.22 | 33.85 | -21% |
| Returns for 5 years | 11.73 | 87.33 | 13% |
| Returns for 10 years | 73.41 | 199.31 | 37% |
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