Interact to see
Advertisement
Advertisement
MLVRX vs VSTSX
MLVRX vs VSTSX Comparison
Open Charts MLVRX vs VSTSX
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard Total Stock Mkt Idx Instl Sel
Price$281.43
Change-$3.33 (-1.17%)
VolumeN/A
Net Assets1.82T
MLVRX vs VSTSX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVRX vs. VSTSX commentary
Jun 16, 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 MLVRX is a StrongBuy and VSTSX is a Buy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.82T vs. MLVRX (352M). VSTSX pays higher dividends than MLVRX: VSTSX (1.29) vs MLVRX (1.12). MLVRX was incepted earlier than VSTSX: MLVRX (12 years) vs VSTSX (9 years). MLVRX (0.69) is less costly to investors than VSTSX (0.01). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VSTSX (2.00). MLVRX has a lower initial minimum investment than VSTSX: MLVRX (0) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 10.09 vs. MLVRX (-3.85). VSTSX return over 5 years is better than : 91.51 vs. MLVRX (29.43).
| MLVRX | VSTSX | MLVRX / VSTSX | |
| Total Expense Ratio | 0.64 | 0.01 | 6,400% |
| Annual Report Gross Expense Ratio | 0.69 | 0.01 | 6,900% |
| Fund Existence | 12 years | 9 years | - |
| Gain YTD | 3.113 | 1.376 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.82T | 0% |
| Annual Yield % from dividends | 1.12 | 1.29 | 86% |
| Returns for 1 year | -3.85 | 10.09 | -38% |
| Returns for 3 years | 7.69 | 57.70 | 13% |
| Returns for 5 years | 29.43 | 91.51 | 32% |
| Returns for 10 years | 87.73 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement