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MLVHX vs VTSMX
MLVHX vs VTSMX Comparison
Open Charts MLVHX vs VTSMX
MFS Low Volatility Equity I
Price$19.70
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets353.13M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MLVHX vs VTSMX Comparison Chart in %
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MLVHX vs. VTSMX commentary
Aug 18, 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 MLVHX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVHX (353M). MLVHX pays higher dividends than VTSMX: MLVHX (1.20) vs VTSMX (1.09). MLVHX was incepted earlier than VTSMX: MLVHX (12 years) vs VTSMX (33 years). MLVHX (0.69) is less costly to investors than VTSMX (0.14). MLVHX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVHX has a lower initial minimum investment than VTSMX: MLVHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. MLVHX (-4.25). VTSMX return over 5 years is better than : 85.82 vs. MLVHX (21.80).
| MLVHX | VTSMX | MLVHX / VTSMX | |
| Total Expense Ratio | 0.64 | 0.14 | 457% |
| Annual Report Gross Expense Ratio | 0.69 | 0.14 | 493% |
| Fund Existence | 12 years | 33 years | - |
| Gain YTD | 6.638 | 9.266 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.91T | 0% |
| Annual Yield % from dividends | 1.20 | 1.09 | 109% |
| Returns for 1 year | -4.25 | 16.21 | -26% |
| Returns for 3 years | -2.31 | 46.80 | -5% |
| Returns for 5 years | 21.80 | 85.82 | 25% |
| Returns for 10 years | 82.37 | 202.54 | 41% |
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