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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$18.02
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets338.29M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MLVBX (338M). VFIAX pays higher dividends than MLVBX: VFIAX (1.10) vs MLVBX (0.19). MLVBX was incepted earlier than VFIAX: MLVBX (12 years) vs VFIAX (25 years). MLVBX (1.68) 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 : 15.59 vs. MLVBX (-5.04). VFIAX return over 5 years is better than : 82.43 vs. MLVBX (-2.12).
| MLVBX | VFIAX | MLVBX / VFIAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.68 | 0.04 | 4,200% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 2.663 | 1.997 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.48T | 0% |
| Annual Yield % from dividends | 0.19 | 1.10 | 17% |
| Returns for 1 year | -5.04 | 15.59 | -32% |
| Returns for 3 years | 1.65 | 68.98 | 2% |
| Returns for 5 years | -2.12 | 82.43 | -3% |
| Returns for 10 years | 65.90 | 271.73 | 24% |
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