Interact to see
Advertisement
Advertisement
MLVTX vs VSMPX
MLVTX vs VSMPX Comparison
Open Charts MLVTX vs VSMPX
MFS Low Volatility Equity R6
Price$18.92
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets350.1M
Vanguard Total Stock Mkt Idx Instl Pls
Price$260.25
Change-$1.66 (-0.63%)
VolumeN/A
Net Assets1.72T
MLVTX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. VSMPX commentary
May 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 MLVTX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MLVTX (350M). VSMPX pays higher dividends than MLVTX: VSMPX (1.37) vs MLVTX (1.25). MLVTX was incepted earlier than VSMPX: MLVTX (11 years) vs VSMPX (10 years). MLVTX (0.61) is less costly to investors than VSMPX (0.02). MLVTX is a more actively managed with annual turnover of: 25.00 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 : 9.74 vs. MLVTX (-4.96). VSMPX return over 5 years is better than : 91.75 vs. MLVTX (29.66).
| MLVTX | VSMPX | MLVTX / VSMPX | |
| Total Expense Ratio | 0.57 | 0.02 | 2,850% |
| Annual Report Gross Expense Ratio | 0.61 | 0.02 | 3,050% |
| Fund Existence | 11 years | 10 years | - |
| Gain YTD | 1.965 | -1.605 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 350M | 1.72T | 0% |
| Annual Yield % from dividends | 1.25 | 1.37 | 91% |
| Returns for 1 year | -4.96 | 9.74 | -51% |
| Returns for 3 years | 0.03 | 45.42 | 0% |
| Returns for 5 years | 29.66 | 91.75 | 32% |
| Returns for 10 years | 80.15 | 162.80 | 49% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DURCX | 13.68 | 0.06 | +0.44% |
| DWS ESG International Core Eq C | |||
| JSCHX | 30.67 | -0.12 | -0.39% |
| JPMorgan Small Cap Blend R6 | |||
| VSORX | 42.23 | -0.23 | -0.54% |
| Victory Sycamore Small Company Opp R6 | |||
| CCERX | 26.67 | -0.20 | -0.74% |
| Columbia Large Cap Enhanced Core R | |||
| JNVYX | 18.16 | -0.33 | -1.78% |
| Jensen Quality Mid Cap Y | |||