MLVHX
Price
$19.69
Change
+$0.04 (+0.20%)
Updated
Jul 25 closing price
Net Assets
357.66M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
Interact to see
Advertisement

MLVHX vs VSMPX

Header iconMLVHX vs VSMPX Comparison
Open Charts MLVHX vs VSMPXBanner chart's image
MFS Low Volatility Equity I
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
MLVHX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
MLVHX vs. VSMPX commentary
Jul 27, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T 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 : 17.76 vs. MLVHX (-2.33). VSMPX return over 5 years is better than : 93.61 vs. MLVHX (25.68).
MLVHXVSMPXMLVHX / VSMPX
Total Expense Ratio0.640.023,200%
Annual Report Gross Expense Ratio0.690.023,450%
Fund Existence12 years10 years-
Gain YTD6.5838.29879%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.91T0%
Annual Yield % from dividends1.201.2298%
Returns for 1 year-2.3317.76-13%
Returns for 3 years4.6460.678%
Returns for 5 years25.6893.6127%
Returns for 10 years85.25192.0944%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
FOREX / NAMEPrice $Chg $Chg %
USDGBP0.74N/A
N/A
United States Dollar - United Kingdom Pound
AUDCAD0.90N/A
N/A
Australian Dollar - Canadian Dollar
EURNZD1.95N/A
N/A
Euro - New Zealand Dollar
JPYCHF0.54N/A
N/A
Japan Yen - Switzerland Franc
CHFCNY9.00-0.04
-0.43%
Switzerland Franc - China Yuan