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MLVGX vs VSMPX
MLVGX vs VSMPX Comparison
Open Charts MLVGX vs VSMPX
MFS Low Volatility Equity C
Price$18.14
Change+$0.11 (+0.61%)
VolumeN/A
Net Assets342.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
MLVGX vs VSMPX Comparison Chart
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MLVGX vs. VSMPX commentary
Apr 25, 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 MLVGX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MLVGX (342M). VSMPX pays higher dividends than MLVGX: VSMPX (1.37) vs MLVGX (0.16). MLVGX was incepted earlier than VSMPX: MLVGX (11 years) vs VSMPX (10 years). MLVGX (1.69) is less costly to investors than VSMPX (0.02). MLVGX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVGX has a lower initial minimum investment than VSMPX: MLVGX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. MLVGX (-6.28). VSMPX return over 5 years is better than : 86.84 vs. MLVGX (22.38).
| MLVGX | VSMPX | MLVGX / 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 | -2.008 | -9.015 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.7T | 0% |
| Annual Yield % from dividends | 0.16 | 1.37 | 12% |
| Returns for 1 year | -6.28 | 5.28 | -119% |
| Returns for 3 years | -12.07 | 22.62 | -53% |
| Returns for 5 years | 22.38 | 86.84 | 26% |
| Returns for 10 years | 60.52 | N/A | - |