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MLVBX vs VSMPX
MLVBX vs VSMPX Comparison
Open Charts MLVBX vs VSMPX
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
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
MLVBX vs VSMPX Comparison Chart
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MLVBX 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 MLVBX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVBX (352M). VSMPX pays higher dividends than MLVBX: VSMPX (1.29) vs MLVBX (0.13). MLVBX was incepted earlier than VSMPX: MLVBX (12 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 : 10.08 vs. MLVBX (-4.81). VSMPX return over 5 years is better than : 91.46 vs. MLVBX (22.96).
| 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 | 12 years | 10 years | - |
| Gain YTD | 2.685 | 1.374 | 195% |
| Front Load | N/A | 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 | 0.13 | 1.29 | 10% |
| Returns for 1 year | -4.81 | 10.08 | -48% |
| Returns for 3 years | 4.43 | 57.66 | 8% |
| Returns for 5 years | 22.96 | 91.46 | 25% |
| Returns for 10 years | 68.41 | 170.67 | 40% |
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