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MLVMX vs VSMPX
MLVMX vs VSMPX Comparison
Open Charts MLVMX vs VSMPX
MFS Low Volatility Equity R1
Price$19.15
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets355.99M
Vanguard Total Stock Mkt Idx Instl Pls
Price$270.45
Change-$0.75 (-0.28%)
VolumeN/A
Net Assets1.82T
MLVMX vs VSMPX Comparison Chart
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MLVMX vs. VSMPX commentary
Jun 12, 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 MLVMX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVMX (356M). VSMPX pays higher dividends than MLVMX: VSMPX (1.29) vs MLVMX (0.20). MLVMX was incepted earlier than VSMPX: MLVMX (12 years) vs VSMPX (10 years). MLVMX (1.69) is less costly to investors than VSMPX (0.02). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVMX has a lower initial minimum investment than VSMPX: MLVMX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 12.47 vs. MLVMX (-3.89). VSMPX return over 5 years is better than : 93.65 vs. MLVMX (24.29).
| MLVMX | VSMPX | MLVMX / VSMPX | |
| Total Expense Ratio | 1.64 | 0.02 | 8,200% |
| Annual Report Gross Expense Ratio | 1.69 | 0.02 | 8,450% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.738 | 2.535 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 356M | 1.82T | 0% |
| Annual Yield % from dividends | 0.20 | 1.29 | 15% |
| Returns for 1 year | -3.89 | 12.47 | -31% |
| Returns for 3 years | 1.69 | 52.41 | 3% |
| Returns for 5 years | 24.29 | 93.65 | 26% |
| Returns for 10 years | 71.78 | 174.07 | 41% |
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