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MLVMX vs VTSMX
MLVMX vs VTSMX Comparison
Open Charts MLVMX vs VTSMX
MFS Low Volatility Equity R1
Price$19.60
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
MLVMX vs VTSMX Comparison Chart in %
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MLVMX 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 MLVMX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MLVMX (353M). VTSMX pays higher dividends than MLVMX: VTSMX (1.09) vs MLVMX (0.27). MLVMX was incepted earlier than VTSMX: MLVMX (12 years) vs VTSMX (33 years). MLVMX (1.69) is less costly to investors than VTSMX (0.14). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MLVMX has a lower initial minimum investment than VTSMX: MLVMX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.21 vs. MLVMX (-5.26). VTSMX return over 5 years is better than : 85.82 vs. MLVMX (16.95).
| MLVMX | VTSMX | MLVMX / 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 | 5.950 | 9.266 | 64% |
| 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 | 0.27 | 1.09 | 25% |
| Returns for 1 year | -5.26 | 16.21 | -32% |
| Returns for 3 years | -4.72 | 46.80 | -10% |
| Returns for 5 years | 16.95 | 85.82 | 20% |
| Returns for 10 years | 70.13 | 202.54 | 35% |
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