MLVBX
Price
$19.49
Change
+$0.11 (+0.57%)
Updated
Jul 3 closing price
Net Assets
357.95M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MLVBX vs VSMPX

Header iconMLVBX vs VSMPX Comparison
Open Charts MLVBX vs VSMPXBanner chart's image
MFS Low Volatility Equity B
Price$19.49
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
MLVBX vs VSMPX Comparison Chart in %
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VS
MLVBX vs. VSMPX commentary
Jul 06, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVBX (358M). VSMPX pays higher dividends than MLVBX: VSMPX (1.22) 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 : 13.90 vs. MLVBX (-2.49). VSMPX return over 5 years is better than : 95.69 vs. MLVBX (23.78).
MLVBXVSMPXMLVBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.690.028,450%
Fund Existence12 years10 years-
Gain YTD5.3476.42683%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.82T0%
Annual Yield % from dividends0.191.2216%
Returns for 1 year-2.4913.90-18%
Returns for 3 years2.0562.173%
Returns for 5 years23.7895.6925%
Returns for 10 years73.68189.2139%
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