MLVHX
Price
$19.56
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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MLVHX vs VSMPX

Header iconMLVHX vs VSMPX Comparison
Open Charts MLVHX vs VSMPXBanner chart's image
MFS Low Volatility Equity I
Price$19.56
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
MLVHX vs VSMPX Comparison Chart in %
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VS
MLVHX 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 MLVHX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVHX (358M). VSMPX (1.22) and MLVHX (1.20) have matching dividends . MLVHX was incepted earlier than VSMPX: MLVHX (12 years) vs VSMPX (10 years). MLVHX (0.69) is less costly to investors than VSMPX (0.02). MLVHX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVHX has a lower initial minimum investment than VSMPX: MLVHX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 13.90 vs. MLVHX (-1.48). VSMPX return over 5 years is better than : 95.69 vs. MLVHX (28.94).
MLVHXVSMPXMLVHX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.690.023,450%
Fund Existence12 years10 years-
Gain YTD5.8806.42692%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.82T0%
Annual Yield % from dividends1.201.2298%
Returns for 1 year-1.4813.90-11%
Returns for 3 years4.6562.177%
Returns for 5 years28.9495.6930%
Returns for 10 years87.56189.2146%
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