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MLVBX vs VTSMX
MLVBX vs VTSMX Comparison
Open Charts MLVBX vs VTSMX
MFS Low Volatility Equity B
Price$19.71
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets352.36M
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MLVBX vs VTSMX Comparison Chart in %
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MLVBX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVBX (352M). VTSMX pays higher dividends than MLVBX: VTSMX (1.09) vs MLVBX (0.19). MLVBX was incepted earlier than VTSMX: MLVBX (12 years) vs VTSMX (33 years). MLVBX (1.69) is less costly to investors than VTSMX (0.14). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVBX has a lower initial minimum investment than VTSMX: MLVBX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.18 vs. MLVBX (-5.50). VTSMX return over 5 years is better than : 83.88 vs. MLVBX (17.25).
| MLVBX | VTSMX | MLVBX / VTSMX | |
| Total Expense Ratio | 1.64 | 0.14 | 1,171% |
| Annual Report Gross Expense Ratio | 1.69 | 0.14 | 1,207% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 6.536 | 8.642 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.91T | 0% |
| Annual Yield % from dividends | 0.19 | 1.09 | 17% |
| Returns for 1 year | -5.50 | 14.18 | -39% |
| Returns for 3 years | -3.35 | 48.99 | -7% |
| Returns for 5 years | 17.25 | 83.88 | 21% |
| Returns for 10 years | 78.14 | 219.51 | 36% |
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