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MLVHX vs VSTSX
MLVHX vs VSTSX Comparison
Open Charts MLVHX vs VSTSX
MFS Low Volatility Equity I
Price$18.90
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
MLVHX vs VSTSX Comparison Chart
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MLVHX 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 MLVHX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. MLVHX (352M). VSTSX pays higher dividends than MLVHX: VSTSX (1.38) vs MLVHX (1.16). MLVHX was incepted earlier than VSTSX: MLVHX (11 years) vs VSTSX (9 years). MLVHX (0.69) is less costly to investors than VSTSX (0.01). MLVHX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVHX has a lower initial minimum investment than VSTSX: MLVHX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.53 vs. MLVHX (-5.62). VSTSX return over 5 years is better than : 93.06 vs. MLVHX (29.85).
| MLVHX | VSTSX | MLVHX / VSTSX | |
| Total Expense Ratio | 0.64 | 0.01 | 6,400% |
| Annual Report Gross Expense Ratio | 0.69 | 0.01 | 6,900% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 2.435 | -0.966 | -252% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.72T | 0% |
| Annual Yield % from dividends | 1.16 | 1.38 | 85% |
| Returns for 1 year | -5.62 | 9.53 | -59% |
| Returns for 3 years | 0.46 | 44.86 | 1% |
| Returns for 5 years | 29.85 | 93.06 | 32% |
| Returns for 10 years | 78.19 | N/A | - |
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