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MLVHX vs VSTSX
MLVHX vs VSTSX Comparison
Open Charts MLVHX vs VSTSX
MFS Low Volatility Equity I
Price$18.22
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets340.93M
Vanguard Total Stock Mkt Idx Instl Sel
Price$252.58
Change+$4.17 (+1.68%)
VolumeN/A
Net Assets1.7T
MLVHX vs VSTSX Comparison Chart
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MLVHX vs. VSTSX commentary
Apr 24, 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: 1.7T vs. MLVHX (341M). VSTSX pays higher dividends than MLVHX: VSTSX (1.37) vs MLVHX (1.15). 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 : 3.54 vs. MLVHX (-5.72). VSTSX return over 5 years is better than : 83.81 vs. MLVHX (27.10).
| 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 | -2.096 | -10.519 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.7T | 0% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | -5.72 | 3.54 | -161% |
| Returns for 3 years | -9.79 | 21.41 | -46% |
| Returns for 5 years | 27.10 | 83.81 | 32% |
| Returns for 10 years | 71.48 | N/A | - |