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MLVAX vs VSMPX
MLVAX vs VSMPX Comparison
Open Charts MLVAX vs VSMPX
MFS Low Volatility Equity A
Price$19.65
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
Vanguard Total Stock Mkt Idx Instl Pls
Price$286.40
Change+$1.25 (+0.44%)
VolumeN/A
Net Assets1.91T
MLVAX vs VSMPX Comparison Chart in %
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MLVAX vs. VSMPX commentary
Jul 28, 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 MLVAX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVAX (358M). VSMPX pays higher dividends than MLVAX: VSMPX (1.22) vs MLVAX (0.96). MLVAX was incepted earlier than VSMPX: MLVAX (12 years) vs VSMPX (10 years). MLVAX (0.94) is less costly to investors than VSMPX (0.02). MLVAX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVAX has a lower initial minimum investment than VSMPX: MLVAX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. MLVAX (-2.58). VSMPX return over 5 years is better than : 93.61 vs. MLVAX (24.38).
| MLVAX | VSMPX | MLVAX / VSMPX | |
| Total Expense Ratio | 0.89 | 0.02 | 4,450% |
| Annual Report Gross Expense Ratio | 0.94 | 0.02 | 4,700% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 6.416 | 8.298 | 77% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 358M | 1.91T | 0% |
| Annual Yield % from dividends | 0.96 | 1.22 | 79% |
| Returns for 1 year | -2.58 | 17.76 | -15% |
| Returns for 3 years | 3.96 | 60.67 | 7% |
| Returns for 5 years | 24.38 | 93.61 | 26% |
| Returns for 10 years | 81.65 | 192.09 | 43% |
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