MLVTX
Price
$19.58
Change
+$0.11 (+0.56%)
Updated
Jul 3 closing price
Net Assets
357.95M
VSMPX
Price
$281.45
Change
+$2.40 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MLVTX vs VSMPX

Header iconMLVTX vs VSMPX Comparison
Open Charts MLVTX vs VSMPXBanner chart's image
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
Vanguard Total Stock Mkt Idx Instl Pls
Price$281.45
Change+$2.40 (+0.86%)
VolumeN/A
Net Assets1.82T
MLVTX vs VSMPX Comparison Chart in %
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VS
MLVTX vs. VSMPX commentary
Jul 06, 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 Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVTX (358M). MLVTX (1.27) and VSMPX (1.22) have matching dividends . MLVTX was incepted earlier than VSMPX: MLVTX (12 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 : 13.90 vs. MLVTX (-1.40). VSMPX return over 5 years is better than : 95.69 vs. MLVTX (29.36).
MLVTXVSMPXMLVTX / VSMPX
Total Expense Ratio0.570.022,850%
Annual Report Gross Expense Ratio0.610.023,050%
Fund Existence12 years10 years-
Gain YTD5.9156.42692%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.82T0%
Annual Yield % from dividends1.271.22104%
Returns for 1 year-1.4013.90-10%
Returns for 3 years4.9362.178%
Returns for 5 years29.3695.6931%
Returns for 10 years88.77189.2147%
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