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MLVPX vs VTSAX
MLVPX vs VTSAX Comparison
Open Charts MLVPX vs VTSAX
MFS Low Volatility Equity R3
Price$19.62
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.93M
Vanguard Total Stock Mkt Idx Adm
Price$152.35
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
MLVPX vs VTSAX Comparison Chart in %
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MLVPX vs. VTSAX commentary
Aug 09, 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 MLVPX is a Hold and VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MLVPX (351M). VTSAX pays higher dividends than MLVPX: VTSAX (1.18) vs MLVPX (0.96). MLVPX was incepted earlier than VTSAX: MLVPX (12 years) vs VTSAX (25 years). MLVPX (0.94) is less costly to investors than VTSAX (0.04). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). MLVPX has a lower initial minimum investment than VTSAX: MLVPX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 18.90 vs. MLVPX (-3.46). VTSAX return over 5 years is better than : 83.77 vs. MLVPX (20.49).
| MLVPX | VTSAX | MLVPX / VTSAX | |
| Total Expense Ratio | 0.89 | 0.04 | 2,225% |
| Annual Report Gross Expense Ratio | 0.94 | 0.04 | 2,350% |
| Fund Existence | 12 years | 25 years | - |
| Gain YTD | 5.253 | 7.360 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 351M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.18 | 81% |
| Returns for 1 year | -3.46 | 18.90 | -18% |
| Returns for 3 years | -0.07 | 50.96 | -0% |
| Returns for 5 years | 20.49 | 83.77 | 24% |
| Returns for 10 years | 83.19 | 199.96 | 42% |
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