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MLVBX vs VSTSX
MLVBX vs VSTSX Comparison
Open Charts MLVBX vs VSTSX
MFS Low Volatility Equity B
Price$19.71
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets352.36M
Vanguard Total Stock Mkt Idx Instl Sel
Price$301.61
Change-$1.84 (-0.61%)
VolumeN/A
Net Assets1.91T
MLVBX vs VSTSX Comparison Chart in %
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MLVBX vs. VSTSX commentary
Aug 20, 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 MLVBX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. MLVBX (352M). VSTSX pays higher dividends than MLVBX: VSTSX (1.20) vs MLVBX (0.19). MLVBX was incepted earlier than VSTSX: MLVBX (12 years) vs VSTSX (9 years). MLVBX (1.69) is less costly to investors than VSTSX (0.01). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVBX has a lower initial minimum investment than VSTSX: MLVBX (1000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 14.20 vs. MLVBX (-5.50). VSTSX return over 5 years is better than : 84.01 vs. MLVBX (17.25).
| MLVBX | VSTSX | MLVBX / VSTSX | |
| Total Expense Ratio | 1.64 | 0.01 | 16,400% |
| Annual Report Gross Expense Ratio | 1.69 | 0.01 | 16,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 6.536 | 8.661 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.91T | 0% |
| Annual Yield % from dividends | 0.19 | 1.20 | 16% |
| Returns for 1 year | -5.50 | 14.20 | -39% |
| Returns for 3 years | -3.35 | 49.10 | -7% |
| Returns for 5 years | 17.25 | 84.01 | 21% |
| Returns for 10 years | 78.14 | N/A | - |
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