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MLVTX vs VSMPX
MLVTX vs VSMPX Comparison
Open Charts MLVTX vs VSMPX
MFS Low Volatility Equity R6
Price$21.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Total Stock Mkt Idx Instl Pls
Price$262.89
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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MLVTX vs VSMPX Comparison Chart
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MLVTX vs. VSMPX commentary
Oct 18, 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 MLVTX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.75T vs. MLVTX (424M). VSMPX pays higher dividends than MLVTX: VSMPX (1.36) vs MLVTX (1.13). MLVTX was incepted earlier than VSMPX: MLVTX (11 years) vs VSMPX (9 years). MLVTX is a more actively managed with annual turnover of: 39.00 vs. VSMPX (2.00). MLVTX has a lower initial minimum investment than VSMPX: MLVTX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 33.27 vs. MLVTX (21.03). VSMPX return over 5 years is better than : 90.71 vs. MLVTX (40.64).
| MLVTX | VSMPX | MLVTX / 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 | 19.066 | 21.425 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 424M | 1.75T | 0% |
| Annual Yield % from dividends | 1.13 | 1.36 | 83% |
| Returns for 1 year | 21.03 | 33.27 | 63% |
| Returns for 3 years | 1.10 | 25.13 | 4% |
| Returns for 5 years | 40.64 | 90.71 | 45% |
| Returns for 10 years | 131.16 | N/A | - |
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