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MLVBX vs VFIAX
MLVBX vs VFIAX Comparison
Open Charts MLVBX vs VFIAX
MFS Low Volatility Equity B
Price$19.94
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Admiral
Price$622.46
Change-$10.46 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVBX vs VFIAX Comparison Chart in %
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MLVBX vs. VFIAX commentary
Nov 14, 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: 1.46T vs. MLVBX (345M). VFIAX pays higher dividends than MLVBX: VFIAX (1.11) 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 : 12.62 vs. MLVBX (-8.51). VFIAX return over 5 years is better than : 88.06 vs. MLVBX (10.94).
| 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 | 7.827 | 14.725 | 53% |
| 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 | 0.22 | 1.11 | 20% |
| Returns for 1 year | -8.51 | 12.62 | -67% |
| Returns for 3 years | 3.80 | 70.38 | 5% |
| Returns for 5 years | 10.94 | 88.06 | 12% |
| Returns for 10 years | 75.32 | 228.25 | 33% |
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