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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$20.22
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
Vanguard 500 Index Admiral
Price$633.41
Change+$1.90 (+0.30%)
VolumeN/A
Net Assets1.46T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Dec 05, 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 Buy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.46T vs. MLVBX (345M). 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: 25.00 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 : 13.27 vs. MLVBX (-7.36). VFIAX return over 5 years is better than : 85.25 vs. MLVBX (11.09).
| 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 | 9.342 | 16.743 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.46T | 0% |
| Annual Yield % from dividends | 0.21 | 1.11 | 19% |
| Returns for 1 year | -7.36 | 13.27 | -55% |
| Returns for 3 years | 0.07 | 68.28 | 0% |
| Returns for 5 years | 11.09 | 85.25 | 13% |
| Returns for 10 years | 74.61 | 227.44 | 33% |
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