Interact to see
Advertisement
Advertisement
MLVBX vs VFINX
MLVBX vs VFINX Comparison
Open Charts MLVBX vs VFINX
MFS Low Volatility Equity B
Price$18.02
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets338.29M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MLVBX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVBX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MLVBX (338M). VFINX pays higher dividends than MLVBX: VFINX (1.01) vs MLVBX (0.19). MLVBX was incepted earlier than VFINX: MLVBX (12 years) vs VFINX (49 years). MLVBX (1.68) 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 : 15.58 vs. MLVBX (-5.04). VFINX return over 5 years is better than : 82.42 vs. MLVBX (-2.12).
| MLVBX | VFINX | MLVBX / VFINX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.68 | 0.14 | 1,200% |
| Fund Existence | 12 years | 49 years | - |
| Gain YTD | 2.663 | 1.989 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 338M | 1.48T | 0% |
| Annual Yield % from dividends | 0.19 | 1.01 | 19% |
| Returns for 1 year | -5.04 | 15.58 | -32% |
| Returns for 3 years | 1.65 | 68.96 | 2% |
| Returns for 5 years | -2.12 | 82.42 | -3% |
| Returns for 10 years | 65.90 | 271.75 | 24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers