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MLVBX vs VSMPX
MLVBX vs VSMPX Comparison
Open Charts MLVBX vs VSMPX
MFS Low Volatility Equity B
Price$19.43
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets351.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$283.94
Change-$0.26 (-0.09%)
VolumeN/A
Net Assets1.91T
MLVBX vs VSMPX Comparison Chart in %
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MLVBX vs. VSMPX commentary
Aug 08, 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 Hold and VSMPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVBX (352M). VSMPX pays higher dividends than MLVBX: VSMPX (1.20) vs MLVBX (0.19). 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 : 21.79 vs. MLVBX (-3.08). VSMPX return over 5 years is better than : 83.98 vs. MLVBX (16.07).
| 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 | 5.023 | 7.466 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.91T | 0% |
| Annual Yield % from dividends | 0.19 | 1.20 | 16% |
| Returns for 1 year | -3.08 | 21.79 | -14% |
| Returns for 3 years | -2.24 | 50.22 | -4% |
| Returns for 5 years | 16.07 | 83.98 | 19% |
| Returns for 10 years | 69.44 | 188.00 | 37% |
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