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MLVAX vs VTSMX
MLVAX vs VTSMX Comparison
Open Charts MLVAX vs VTSMX
MFS Low Volatility Equity A
Price$19.67
Change-$0.08 (-0.41%)
VolumeN/A
Net Assets355.44M
Vanguard Total Stock Mkt Idx I
Price$154.41
Change-$0.16 (-0.10%)
VolumeN/A
Net Assets1.91T
MLVAX vs VTSMX Comparison Chart in %
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MLVAX vs. VTSMX commentary
Aug 15, 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVAX (355M). VTSMX pays higher dividends than MLVAX: VTSMX (1.09) vs MLVAX (0.96). MLVAX was incepted earlier than VTSMX: MLVAX (12 years) vs VTSMX (33 years). MLVAX (0.94) is less costly to investors than VTSMX (0.14). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVAX has a lower initial minimum investment than VTSMX: MLVAX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.62 vs. MLVAX (-3.75). VTSMX return over 5 years is better than : 86.51 vs. MLVAX (20.60).
| MLVAX | VTSMX | MLVAX / VTSMX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 6.525 | 9.671 | 67% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.09 | 88% |
| Returns for 1 year | -3.75 | 18.62 | -20% |
| Returns for 3 years | -2.53 | 47.59 | -5% |
| Returns for 5 years | 20.60 | 86.51 | 24% |
| Returns for 10 years | 78.62 | 202.68 | 39% |
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