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MLVBX vs VSTSX
MLVBX vs VSTSX Comparison
Open Charts MLVBX vs VSTSX
MFS Low Volatility Equity B
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets344.09M
Vanguard Total Stock Mkt Idx Instl Sel
Price$259.56
Change+$1.72 (+0.67%)
VolumeN/A
Net Assets1.7T
MLVBX vs VSTSX Comparison Chart
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MLVBX vs. VSTSX commentary
Apr 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 StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. MLVBX (344M). VSTSX pays higher dividends than MLVBX: VSTSX (1.37) vs MLVBX (0.14). MLVBX was incepted earlier than VSTSX: MLVBX (11 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 : 7.99 vs. MLVBX (-5.59). VSTSX return over 5 years is better than : 90.79 vs. MLVBX (23.34).
| 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 | 11 years | 9 years | - |
| Gain YTD | -1.366 | -7.122 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 1.7T | 0% |
| Annual Yield % from dividends | 0.14 | 1.37 | 10% |
| Returns for 1 year | -5.59 | 7.99 | -70% |
| Returns for 3 years | -9.59 | 28.95 | -33% |
| Returns for 5 years | 23.34 | 90.79 | 26% |
| Returns for 10 years | 61.06 | N/A | - |
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