Interact to see
Advertisement
Advertisement
MLVAX vs VSTSX
MLVAX vs VSTSX Comparison
Open Charts MLVAX vs VSTSX
MFS Low Volatility Equity A
Price$18.86
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.90
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
MLVAX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVAX vs. VSTSX commentary
May 23, 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 MLVAX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. MLVAX (352M). VSTSX pays higher dividends than MLVAX: VSTSX (1.38) vs MLVAX (0.93). MLVAX was incepted earlier than VSTSX: MLVAX (11 years) vs VSTSX (9 years). MLVAX (0.94) is less costly to investors than VSTSX (0.01). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVAX has a lower initial minimum investment than VSTSX: MLVAX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.53 vs. MLVAX (-5.86). VSTSX return over 5 years is better than : 93.06 vs. MLVAX (28.52).
| MLVAX | VSTSX | MLVAX / VSTSX | |
| Total Expense Ratio | 0.89 | 0.01 | 8,900% |
| Annual Report Gross Expense Ratio | 0.94 | 0.01 | 9,400% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.330 | -0.966 | -241% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.72T | 0% |
| Annual Yield % from dividends | 0.93 | 1.38 | 67% |
| Returns for 1 year | -5.86 | 9.53 | -61% |
| Returns for 3 years | -0.13 | 44.86 | -0% |
| Returns for 5 years | 28.52 | 93.06 | 31% |
| Returns for 10 years | 74.98 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement