Interact to see
Advertisement
Advertisement
MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$19.94
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
Vanguard 500 Index Investor
Price$622.49
Change-$10.47 (-1.65%)
VolumeN/A
Net Assets1.46T
MLVBX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVBX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.46T vs. MLVBX (345M). VFINX pays higher dividends than MLVBX: VFINX (1.02) vs MLVBX (0.22). MLVBX was incepted earlier than VFINX: MLVBX (12 years) vs VFINX (49 years). MLVBX (1.69) is less costly to investors than VFINX (0.14). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MLVBX: VFINX (0) vs MLVBX (1000). VFINX annual gain was more profitable for investors over the last year : 12.61 vs. MLVBX (-8.51). VFINX return over 5 years is better than : 88.05 vs. MLVBX (10.94).
| MLVBX | VFINX | MLVBX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 7.827 | 14.710 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 345M | 1.46T | 0% |
| Annual Yield % from dividends | 0.22 | 1.02 | 21% |
| Returns for 1 year | -8.51 | 12.61 | -67% |
| Returns for 3 years | 3.80 | 70.37 | 5% |
| Returns for 5 years | 10.94 | 88.05 | 12% |
| Returns for 10 years | 75.32 | 228.28 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers