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MLVPX vs VSMPX
MLVPX vs VSMPX Comparison
Open Charts MLVPX vs VSMPX
MFS Low Volatility Equity R3
Price$19.17
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets352.92M
Vanguard Total Stock Mkt Idx Instl Pls
Price$266.71
Change-$1.22 (-0.46%)
VolumeN/A
Net Assets1.82T
MLVPX vs VSMPX Comparison Chart
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MLVPX 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 MLVPX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVPX (353M). VSMPX pays higher dividends than MLVPX: VSMPX (1.29) vs MLVPX (0.90). MLVPX was incepted earlier than VSMPX: MLVPX (12 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 : 11.41 vs. MLVPX (-3.96). VSMPX return over 5 years is better than : 81.84 vs. MLVPX (22.29).
| 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 | 12 years | 10 years | - |
| Gain YTD | 3.179 | 1.298 | 245% |
| 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 | 0.90 | 1.29 | 69% |
| Returns for 1 year | -3.96 | 11.41 | -35% |
| Returns for 3 years | -1.15 | 42.50 | -3% |
| Returns for 5 years | 22.29 | 81.84 | 27% |
| Returns for 10 years | 85.74 | 172.88 | 50% |
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