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MLVBX vs VSTSX
MLVBX vs VSTSX Comparison
Open Charts MLVBX vs VSTSX
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
MLVBX vs VSTSX Comparison Chart
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MLVBX vs. VSTSX commentary
Jun 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 MLVBX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. MLVBX (352M). VSTSX pays higher dividends than MLVBX: VSTSX (1.29) vs MLVBX (0.13). MLVBX was incepted earlier than VSTSX: MLVBX (12 years) vs VSTSX (9 years). MLVBX (1.69) is less costly to investors than VSTSX (0.01). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVBX has a lower initial minimum investment than VSTSX: MLVBX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.09 vs. MLVBX (-4.81). VSTSX return over 5 years is better than : 91.51 vs. MLVBX (22.96).
| MLVBX | VSTSX | MLVBX / VSTSX | |
| Total Expense Ratio | 1.64 | 0.01 | 16,400% |
| Annual Report Gross Expense Ratio | 1.69 | 0.01 | 16,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 2.685 | 1.376 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.82T | 0% |
| Annual Yield % from dividends | 0.13 | 1.29 | 10% |
| Returns for 1 year | -4.81 | 10.09 | -48% |
| Returns for 3 years | 4.43 | 57.70 | 8% |
| Returns for 5 years | 22.96 | 91.51 | 25% |
| Returns for 10 years | 68.41 | N/A | - |
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