MLVGX
Price
$19.09
Change
+$0.14 (+0.74%)
Updated
Jul 16 closing price
Net Assets
349.34M
VSMPX
Price
$280.66
Change
+$1.08 (+0.39%)
Updated
Jul 16 closing price
Net Assets
1.91T
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MLVGX vs VSMPX

Header iconMLVGX vs VSMPX Comparison
Open Charts MLVGX vs VSMPXBanner chart's image
MFS Low Volatility Equity C
Price$19.09
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets349.34M
Vanguard Total Stock Mkt Idx Instl Pls
Price$280.66
Change+$1.08 (+0.39%)
VolumeN/A
Net Assets1.91T
MLVGX vs VSMPX Comparison Chart in %
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VS
MLVGX vs. VSMPX commentary
Jul 17, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVGX (349M). VSMPX pays higher dividends than MLVGX: VSMPX (1.22) vs MLVGX (0.24). MLVGX was incepted earlier than VSMPX: MLVGX (12 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 : 9.81 vs. MLVGX (-8.21). VSMPX return over 5 years is better than : 88.45 vs. MLVGX (17.06).
MLVGXVSMPXMLVGX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.690.028,450%
Fund Existence12 years10 years-
Gain YTD3.0875.71954%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets349M1.91T0%
Annual Yield % from dividends0.241.2219%
Returns for 1 year-8.219.81-84%
Returns for 3 years0.0959.490%
Returns for 5 years17.0688.4519%
Returns for 10 years65.12180.2236%
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