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MLVMX vs VSTSX
MLVMX vs VSTSX Comparison
Open Charts MLVMX vs VSTSX
MFS Low Volatility Equity R1
Price$18.26
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets342.16M
Vanguard Total Stock Mkt Idx Instl Sel
Price$257.84
Change+$5.26 (+2.08%)
VolumeN/A
Net Assets1.7T
MLVMX vs VSTSX Comparison Chart
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MLVMX vs. VSTSX commentary
Apr 25, 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 MLVMX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.7T vs. MLVMX (342M). VSTSX pays higher dividends than MLVMX: VSTSX (1.37) vs MLVMX (0.20). MLVMX was incepted earlier than VSTSX: MLVMX (11 years) vs VSTSX (9 years). MLVMX (1.69) is less costly to investors than VSTSX (0.01). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVMX has a lower initial minimum investment than VSTSX: MLVMX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 5.29 vs. MLVMX (-6.24). VSTSX return over 5 years is better than : 86.89 vs. MLVMX (22.62).
| MLVMX | VSTSX | MLVMX / 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 | -1.986 | -9.017 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.7T | 0% |
| Annual Yield % from dividends | 0.20 | 1.37 | 15% |
| Returns for 1 year | -6.24 | 5.29 | -118% |
| Returns for 3 years | -11.85 | 22.65 | -52% |
| Returns for 5 years | 22.62 | 86.89 | 26% |
| Returns for 10 years | 62.30 | N/A | - |