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MLVRX vs VSMPX
MLVRX vs VSMPX Comparison
Open Charts MLVRX vs VSMPX
MFS Low Volatility Equity R4
Price$21.51
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$256.96
Change-$0.63 (-0.24%)
VolumeN/A
CapitalizationN/A
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MLVRX vs VSMPX Comparison Chart
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MLVRX vs. VSMPX commentary
Sep 21, 2024
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 (426M). VSMPX pays higher dividends than MLVRX: VSMPX (1.36) vs MLVRX (1.05). MLVRX was incepted earlier than VSMPX: MLVRX (11 years) vs VSMPX (9 years). MLVRX is a more actively managed with annual turnover of: 39.00 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 : 31.58 vs. MLVRX (19.10). VSMPX return over 5 years is better than : 85.73 vs. MLVRX (38.08).
| MLVRX | VSMPX | MLVRX / VSMPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 9 years | - |
| Gain YTD | 17.002 | 18.661 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 426M | 1.72T | 0% |
| Annual Yield % from dividends | 1.05 | 1.36 | 77% |
| Returns for 1 year | 19.10 | 31.58 | 60% |
| Returns for 3 years | 1.82 | 25.38 | 7% |
| Returns for 5 years | 38.08 | 85.73 | 44% |
| Returns for 10 years | 126.84 | N/A | - |
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