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MLVRX vs VSMPX
MLVRX vs VSMPX Comparison
Open Charts MLVRX vs VSMPX
MFS Low Volatility Equity R4
Price$19.00
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.91
Change-$0.03 (-0.01%)
VolumeN/A
Net Assets1.72T
MLVRX vs VSMPX Comparison Chart
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MLVRX vs. VSMPX commentary
May 23, 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 MLVRX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MLVRX (357M). VSMPX pays higher dividends than MLVRX: VSMPX (1.37) vs MLVRX (1.15). MLVRX was incepted earlier than VSMPX: MLVRX (11 years) vs VSMPX (10 years). MLVRX (0.69) is less costly to investors than VSMPX (0.02). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVRX has a lower initial minimum investment than VSMPX: MLVRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. MLVRX (-5.35). VSMPX return over 5 years is better than : 96.40 vs. MLVRX (31.24).
| MLVRX | VSMPX | MLVRX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.69 | 0.02 | 3,450% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 2.413 | 0.781 | 309% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 357M | 1.72T | 0% |
| Annual Yield % from dividends | 1.15 | 1.37 | 84% |
| Returns for 1 year | -5.35 | 11.10 | -48% |
| Returns for 3 years | 2.87 | 49.92 | 6% |
| Returns for 5 years | 31.24 | 96.40 | 32% |
| Returns for 10 years | 84.38 | 166.44 | 51% |
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