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MLVHX vs VSMPX
MLVHX vs VSMPX Comparison
Open Charts MLVHX vs VSMPX
MFS Low Volatility Equity I
Price$18.22
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets340.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
MLVHX vs VSMPX Comparison Chart
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MLVHX vs. VSMPX commentary
Apr 24, 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 StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MLVHX (341M). VSMPX pays higher dividends than MLVHX: VSMPX (1.37) vs MLVHX (1.15). MLVHX was incepted earlier than VSMPX: MLVHX (11 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 : 3.53 vs. MLVHX (-5.72). VSMPX return over 5 years is better than : 83.75 vs. MLVHX (27.10).
| MLVHX | VSMPX | MLVHX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.69 | 0.02 | 3,450% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -2.096 | -10.520 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.7T | 0% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | -5.72 | 3.53 | -162% |
| Returns for 3 years | -9.79 | 21.38 | -46% |
| Returns for 5 years | 27.10 | 83.75 | 32% |
| Returns for 10 years | 71.48 | N/A | - |