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MLVRX vs VSTSX
MLVRX vs VSTSX Comparison
Open Charts MLVRX vs VSTSX
MFS Low Volatility Equity R4
Price$19.18
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets354.6M
Vanguard Total Stock Mkt Idx Instl Sel
Price$279.30
Change+$1.09 (+0.39%)
VolumeN/A
Net Assets1.72T
MLVRX vs VSTSX Comparison Chart
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MLVRX vs. VSTSX commentary
Jun 03, 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 MLVRX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. MLVRX (355M). VSTSX pays higher dividends than MLVRX: VSTSX (1.29) vs MLVRX (1.12). MLVRX was incepted earlier than VSTSX: MLVRX (12 years) vs VSTSX (9 years). MLVRX (0.69) is less costly to investors than VSTSX (0.01). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVRX has a lower initial minimum investment than VSTSX: MLVRX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 11.61 vs. MLVRX (-3.26). VSTSX return over 5 years is better than : 84.10 vs. MLVRX (25.86).
| MLVRX | VSTSX | MLVRX / VSTSX | |
| Total Expense Ratio | 0.64 | 0.01 | 6,400% |
| Annual Report Gross Expense Ratio | 0.69 | 0.01 | 6,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 3.545 | 0.216 | 1,644% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 355M | 1.72T | 0% |
| Annual Yield % from dividends | 1.12 | 1.29 | 86% |
| Returns for 1 year | -3.26 | 11.61 | -28% |
| Returns for 3 years | -0.12 | 41.47 | -0% |
| Returns for 5 years | 25.86 | 84.10 | 31% |
| Returns for 10 years | 89.67 | N/A | - |
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