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MLVTX vs VSTSX
MLVTX vs VSTSX Comparison
Open Charts MLVTX vs VSTSX
MFS Low Volatility Equity R6
Price$18.92
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets350.1M
Vanguard Total Stock Mkt Idx Instl Sel
Price$273.16
Change-$1.74 (-0.63%)
VolumeN/A
Net Assets1.72T
MLVTX vs VSTSX Comparison Chart
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MLVTX vs. VSTSX commentary
May 25, 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 MLVTX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.72T vs. MLVTX (350M). VSTSX pays higher dividends than MLVTX: VSTSX (1.38) vs MLVTX (1.25). MLVTX was incepted earlier than VSTSX: MLVTX (11 years) vs VSTSX (9 years). MLVTX (0.61) is less costly to investors than VSTSX (0.01). MLVTX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVTX has a lower initial minimum investment than VSTSX: MLVTX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 9.75 vs. MLVTX (-4.96). VSTSX return over 5 years is better than : 91.81 vs. MLVTX (29.66).
| MLVTX | VSTSX | MLVTX / VSTSX | |
| Total Expense Ratio | 0.57 | 0.01 | 5,700% |
| Annual Report Gross Expense Ratio | 0.61 | 0.01 | 6,100% |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 1.965 | -1.603 | -123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.38 | 91% |
| Returns for 1 year | -4.96 | 9.75 | -51% |
| Returns for 3 years | 0.03 | 45.46 | 0% |
| Returns for 5 years | 29.66 | 91.81 | 32% |
| Returns for 10 years | 80.15 | N/A | - |
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