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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$20.03
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
Vanguard 500 Index Admiral
Price$615.34
Change+$3.24 (+0.53%)
VolumeN/A
Net Assets1.41T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Oct 19, 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 VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MLVBX (350M). VFIAX pays higher dividends than MLVBX: VFIAX (1.14) vs MLVBX (0.22). 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 : 14.15 vs. MLVBX (-7.59). VFIAX return over 5 years is better than : 91.55 vs. MLVBX (14.94).
| 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 | 8.314 | 13.413 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.41T | 0% |
| Annual Yield % from dividends | 0.22 | 1.14 | 19% |
| Returns for 1 year | -7.59 | 14.15 | -54% |
| Returns for 3 years | 9.32 | 79.39 | 12% |
| Returns for 5 years | 14.94 | 91.55 | 16% |
| Returns for 10 years | 77.80 | 228.70 | 34% |
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