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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$17.83
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets339.44M
Vanguard 500 Index Admiral
Price$639.70
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Dec 26, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVBX (339M). VFIAX pays higher dividends than MLVBX: VFIAX (1.11) vs MLVBX (0.21). MLVBX was incepted earlier than VFIAX: MLVBX (12 years) vs VFIAX (25 years). MLVBX (1.69) is less costly to investors than VFIAX (0.04). MLVBX is a more actively managed with annual turnover of: 23.00 vs. VFIAX (2.00). MLVBX has a lower initial minimum investment than VFIAX: MLVBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 14.84 vs. MLVBX (-4.97). VFIAX return over 5 years is better than : 87.51 vs. MLVBX (-2.11).
| MLVBX | VFIAX | MLVBX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | -3.583 | 17.903 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | -4.97 | 14.84 | -33% |
| Returns for 3 years | 2.43 | 80.67 | 3% |
| Returns for 5 years | -2.11 | 87.51 | -2% |
| Returns for 10 years | 55.02 | 237.23 | 23% |
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