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MLVAX vs VSMPX
MLVAX vs VSMPX Comparison
Open Charts MLVAX vs VSMPX
MFS Low Volatility Equity A
Price$19.07
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MLVAX vs VSMPX Comparison Chart
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MLVAX vs. VSMPX commentary
Jun 15, 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 MLVAX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVAX (352M). VSMPX pays higher dividends than MLVAX: VSMPX (1.29) vs MLVAX (0.90). MLVAX was incepted earlier than VSMPX: MLVAX (12 years) vs VSMPX (10 years). MLVAX (0.94) is less costly to investors than VSMPX (0.02). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVAX has a lower initial minimum investment than VSMPX: MLVAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MLVAX (-4.08). VSMPX return over 5 years is better than : 91.46 vs. MLVAX (26.68).
| MLVAX | VSMPX | MLVAX / VSMPX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 0.94 | 0.02 | 4,700% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.978 | 1.374 | 217% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.82T | 0% |
| Annual Yield % from dividends | 0.90 | 1.29 | 70% |
| Returns for 1 year | -4.08 | 10.08 | -41% |
| Returns for 3 years | 6.14 | 57.66 | 11% |
| Returns for 5 years | 26.68 | 91.46 | 29% |
| Returns for 10 years | 78.08 | 170.67 | 46% |
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