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MLVPX vs VTSMX
MLVPX vs VTSMX Comparison
Open Charts MLVPX vs VTSMX
MFS Low Volatility Equity R3
Price$19.62
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.93M
Vanguard Total Stock Mkt Idx I
Price$152.31
Change+$1.01 (+0.67%)
VolumeN/A
Net Assets1.91T
MLVPX vs VTSMX Comparison Chart in %
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MLVPX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVPX (351M). VTSMX pays higher dividends than MLVPX: VTSMX (1.09) vs MLVPX (0.96). MLVPX was incepted earlier than VTSMX: MLVPX (12 years) vs VTSMX (33 years). MLVPX (0.94) is less costly to investors than VTSMX (0.14). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVPX has a lower initial minimum investment than VTSMX: MLVPX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 18.89 vs. MLVPX (-3.46). VTSMX return over 5 years is better than : 83.74 vs. MLVPX (20.49).
| MLVPX | VTSMX | MLVPX / VTSMX | |
| Total Expense Ratio | 0.89 | 0.14 | 636% |
| Annual Report Gross Expense Ratio | 0.94 | 0.14 | 671% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 5.253 | 7.350 | 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 | 1.09 | 88% |
| Returns for 1 year | -3.46 | 18.89 | -18% |
| Returns for 3 years | -0.07 | 50.92 | -0% |
| Returns for 5 years | 20.49 | 83.74 | 24% |
| Returns for 10 years | 83.19 | 199.27 | 42% |