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MLVPX vs VSMPX
MLVPX vs VSMPX Comparison
Open Charts MLVPX vs VSMPX
MFS Low Volatility Equity R3
Price$18.39
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets342.16M
Vanguard Total Stock Mkt Idx Instl Pls
Price$245.65
Change+$5.00 (+2.08%)
VolumeN/A
Net Assets1.7T
MLVPX vs VSMPX Comparison Chart
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MLVPX vs. VSMPX commentary
Apr 25, 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 MLVPX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MLVPX (342M). VSMPX pays higher dividends than MLVPX: VSMPX (1.37) vs MLVPX (0.91). MLVPX was incepted earlier than VSMPX: MLVPX (11 years) vs VSMPX (10 years). MLVPX (0.94) is less costly to investors than VSMPX (0.02). MLVPX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVPX has a lower initial minimum investment than VSMPX: MLVPX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 5.28 vs. MLVPX (-5.47). VSMPX return over 5 years is better than : 86.84 vs. MLVPX (27.56).
| MLVPX | VSMPX | MLVPX / VSMPX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 0.94 | 0.02 | 4,700% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | -1.765 | -9.015 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 342M | 1.7T | 0% |
| Annual Yield % from dividends | 0.91 | 1.37 | 66% |
| Returns for 1 year | -5.47 | 5.28 | -104% |
| Returns for 3 years | -9.73 | 22.62 | -43% |
| Returns for 5 years | 27.56 | 86.84 | 32% |
| Returns for 10 years | 75.30 | N/A | - |