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MLVBX vs VSMPX
MLVBX vs VSMPX Comparison
Open Charts MLVBX vs VSMPX
MFS Low Volatility Equity B
Price$18.22
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets344.09M
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
MLVBX vs VSMPX Comparison Chart
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MLVBX vs. VSMPX commentary
Apr 26, 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 MLVBX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MLVBX (344M). VSMPX pays higher dividends than MLVBX: VSMPX (1.37) vs MLVBX (0.14). MLVBX was incepted earlier than VSMPX: MLVBX (11 years) vs VSMPX (10 years). MLVBX (1.69) is less costly to investors than VSMPX (0.02). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVBX has a lower initial minimum investment than VSMPX: MLVBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.98 vs. MLVBX (-5.59). VSMPX return over 5 years is better than : 90.72 vs. MLVBX (23.34).
| MLVBX | VSMPX | MLVBX / VSMPX | |
| Total Expense Ratio | 1.64 | 0.02 | 8,200% |
| Annual Report Gross Expense Ratio | 1.69 | 0.02 | 8,450% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -1.366 | -7.125 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 344M | 1.7T | 0% |
| Annual Yield % from dividends | 0.14 | 1.37 | 10% |
| Returns for 1 year | -5.59 | 7.98 | -70% |
| Returns for 3 years | -9.59 | 28.90 | -33% |
| Returns for 5 years | 23.34 | 90.72 | 26% |
| Returns for 10 years | 61.06 | 147.16 | 41% |
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