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MLVBX vs VTSMX
MLVBX vs VTSMX Comparison
Open Charts MLVBX vs VTSMX
MFS Low Volatility Equity B
Price$19.43
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets351.95M
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
MLVBX vs VTSMX Comparison Chart in %
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MLVBX vs. VTSMX commentary
Aug 08, 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 Hold and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVBX (352M). VTSMX pays higher dividends than MLVBX: VTSMX (1.09) vs MLVBX (0.19). MLVBX was incepted earlier than VTSMX: MLVBX (12 years) vs VTSMX (33 years). MLVBX (1.69) is less costly to investors than VTSMX (0.14). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVBX has a lower initial minimum investment than VTSMX: MLVBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 20.02 vs. MLVBX (-3.08). VTSMX return over 5 years is better than : 82.72 vs. MLVBX (16.07).
| MLVBX | VTSMX | MLVBX / VTSMX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 5.023 | 6.754 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.91T | 0% |
| Annual Yield % from dividends | 0.19 | 1.09 | 17% |
| Returns for 1 year | -3.08 | 20.02 | -15% |
| Returns for 3 years | -2.24 | 49.22 | -5% |
| Returns for 5 years | 16.07 | 82.72 | 19% |
| Returns for 10 years | 69.44 | 198.64 | 35% |
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