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MLVGX vs VTSMX
MLVGX vs VTSMX Comparison
Open Charts MLVGX vs VTSMX
MFS Low Volatility Equity C
Price$19.47
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MLVGX vs VTSMX Comparison Chart in %
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MLVGX vs. VTSMX commentary
Aug 19, 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 MLVGX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVGX (353M). VTSMX pays higher dividends than MLVGX: VTSMX (1.09) vs MLVGX (0.24). MLVGX was incepted earlier than VTSMX: MLVGX (12 years) vs VTSMX (33 years). MLVGX (1.69) is less costly to investors than VTSMX (0.14). MLVGX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVGX has a lower initial minimum investment than VTSMX: MLVGX (1000) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. MLVGX (-5.33). VTSMX return over 5 years is better than : 85.82 vs. MLVGX (16.62).
| MLVGX | VTSMX | MLVGX / 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 | 5.916 | 9.266 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.91T | 0% |
| Annual Yield % from dividends | 0.24 | 1.09 | 22% |
| Returns for 1 year | -5.33 | 16.21 | -33% |
| Returns for 3 years | -4.96 | 46.80 | -11% |
| Returns for 5 years | 16.62 | 85.82 | 19% |
| Returns for 10 years | 68.50 | 202.54 | 34% |
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