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MLVMX vs VTSAX
MLVMX vs VTSAX Comparison
Open Charts MLVMX vs VTSAX
MFS Low Volatility Equity R1
Price$19.60
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MLVMX vs VTSAX Comparison Chart in %
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MLVMX vs. VTSAX commentary
Aug 17, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MLVMX (353M). VTSAX pays higher dividends than MLVMX: VTSAX (1.18) vs MLVMX (0.27). MLVMX was incepted earlier than VTSAX: MLVMX (12 years) vs VTSAX (25 years). MLVMX (1.69) is less costly to investors than VTSAX (0.04). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). MLVMX has a lower initial minimum investment than VTSAX: MLVMX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. MLVMX (-5.26). VTSAX return over 5 years is better than : 85.86 vs. MLVMX (16.95).
| MLVMX | VTSAX | MLVMX / VTSAX | |
| Total Expense Ratio | 1.64 | 0.04 | 4,100% |
| Annual Report Gross Expense Ratio | 1.69 | 0.04 | 4,225% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 5.950 | 9.275 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.18 | 23% |
| Returns for 1 year | -5.26 | 16.22 | -32% |
| Returns for 3 years | -4.72 | 46.82 | -10% |
| Returns for 5 years | 16.95 | 85.86 | 20% |
| Returns for 10 years | 70.13 | 203.17 | 35% |
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