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MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$17.83
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets339.44M
Vanguard 500 Index Investor
Price$639.82
Change+$2.05 (+0.32%)
VolumeN/A
Net Assets1.48T
MLVBX vs VFINX Comparison Chart in %
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MLVBX vs. VFINX commentary
Dec 26, 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 Hold and VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVBX (339M). VFINX pays higher dividends than MLVBX: VFINX (1.02) vs MLVBX (0.21). 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: 23.00 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 : 14.84 vs. MLVBX (-4.97). VFINX return over 5 years is better than : 87.51 vs. MLVBX (-2.11).
| 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 | -3.583 | 17.904 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 339M | 1.48T | 0% |
| Annual Yield % from dividends | 0.21 | 1.02 | 21% |
| Returns for 1 year | -4.97 | 14.84 | -33% |
| Returns for 3 years | 2.43 | 80.65 | 3% |
| Returns for 5 years | -2.11 | 87.51 | -2% |
| Returns for 10 years | 55.02 | 237.26 | 23% |
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