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MLVOX vs VSMPX
MLVOX vs VSMPX Comparison
Open Charts MLVOX vs VSMPX
MFS Low Volatility Equity R2
Price$19.34
Change+$0.13 (+0.68%)
VolumeN/A
Net Assets352.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
MLVOX vs VSMPX Comparison Chart
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MLVOX vs. VSMPX commentary
Jun 07, 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 MLVOX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVOX (353M). VSMPX pays higher dividends than MLVOX: VSMPX (1.29) vs MLVOX (0.65). MLVOX was incepted earlier than VSMPX: MLVOX (12 years) vs VSMPX (10 years). MLVOX (1.19) is less costly to investors than VSMPX (0.02). MLVOX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVOX has a lower initial minimum investment than VSMPX: MLVOX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.97 vs. MLVOX (-4.16). VSMPX return over 5 years is better than : 81.02 vs. MLVOX (20.68).
| MLVOX | VSMPX | MLVOX / VSMPX | |
| Total Expense Ratio | 1.14 | 0.02 | 5,700% |
| Annual Report Gross Expense Ratio | 1.19 | 0.02 | 5,950% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 2.957 | 0.837 | 353% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.82T | 0% |
| Annual Yield % from dividends | 0.65 | 1.29 | 50% |
| Returns for 1 year | -4.16 | 10.97 | -38% |
| Returns for 3 years | -2.73 | 40.40 | -7% |
| Returns for 5 years | 20.68 | 81.02 | 26% |
| Returns for 10 years | 80.68 | 171.64 | 47% |
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