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MLVMX vs VSTSX
MLVMX vs VSTSX Comparison
Open Charts MLVMX vs VSTSX
MFS Low Volatility Equity R1
Price$18.90
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
Vanguard Total Stock Mkt Idx Instl Sel
Price$274.93
Change-$4.86 (-1.74%)
VolumeN/A
Net Assets1.72T
MLVMX vs VSTSX Comparison Chart
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MLVMX vs. VSTSX commentary
May 22, 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: 1.72T vs. MLVMX (357M). VSTSX pays higher dividends than MLVMX: VSTSX (1.38) 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 : 11.12 vs. MLVMX (-6.28). VSTSX return over 5 years is better than : 96.47 vs. MLVMX (24.76).
| 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 | 2.064 | 0.785 | 263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.72T | 0% |
| Annual Yield % from dividends | 0.20 | 1.38 | 15% |
| Returns for 1 year | -6.28 | 11.12 | -57% |
| Returns for 3 years | -0.16 | 49.97 | -0% |
| Returns for 5 years | 24.76 | 96.47 | 26% |
| Returns for 10 years | 66.97 | N/A | - |
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