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MLVMX vs VSMPX
MLVMX vs VSMPX Comparison
Open Charts MLVMX vs VSMPX
MFS Low Volatility Equity R1
Price$19.38
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets358.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.05
Change+$1.51 (+0.54%)
VolumeN/A
Net Assets1.82T
MLVMX vs VSMPX Comparison Chart in %
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MLVMX vs. VSMPX commentary
Jul 03, 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVMX (359M). VSMPX pays higher dividends than MLVMX: VSMPX (1.22) vs MLVMX (0.27). 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 : 12.85 vs. MLVMX (-3.10). VSMPX return over 5 years is better than : 92.97 vs. MLVMX (23.14).
| 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 | 4.761 | 4.947 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 359M | 1.82T | 0% |
| Annual Yield % from dividends | 0.27 | 1.22 | 22% |
| Returns for 1 year | -3.10 | 12.85 | -24% |
| Returns for 3 years | 1.57 | 59.92 | 3% |
| Returns for 5 years | 23.14 | 92.97 | 25% |
| Returns for 10 years | 73.80 | 184.20 | 40% |
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