Ad is loading...
MLVTX vs VSMPX
MLVTX vs VSMPX Comparison
Open Charts MLVTX vs VSMPX
MFS Low Volatility Equity R6
Price$18.25
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets340.93M
Vanguard Total Stock Mkt Idx Instl Pls
Price$240.65
Change+$3.98 (+1.68%)
VolumeN/A
Net Assets1.7T
MLVTX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MLVTX vs. VSMPX commentary
Apr 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: 1.7T vs. MLVTX (341M). VSMPX pays higher dividends than MLVTX: VSMPX (1.37) vs MLVTX (1.23). 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 : 3.53 vs. MLVTX (-5.58). VSMPX return over 5 years is better than : 83.75 vs. MLVTX (27.59).
| 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 | -2.023 | -10.520 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 1.7T | 0% |
| Annual Yield % from dividends | 1.23 | 1.37 | 90% |
| Returns for 1 year | -5.58 | 3.53 | -158% |
| Returns for 3 years | -9.56 | 21.38 | -45% |
| Returns for 5 years | 27.59 | 83.75 | 33% |
| Returns for 10 years | 72.81 | N/A | - |