MLVBX
Price
$19.71
Change
+$0.14 (+0.72%)
Updated
Aug 19 closing price
Net Assets
352.36M
VSMPX
Price
$287.36
Change
-$1.75 (-0.61%)
Updated
Aug 19 closing price
Net Assets
1.91T
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MLVBX vs VSMPX

Header iconMLVBX vs VSMPX Comparison
Open Charts MLVBX vs VSMPXBanner chart's image
MFS Low Volatility Equity B
Price$19.71
Change+$0.14 (+0.72%)
VolumeN/A
Net Assets352.36M
Vanguard Total Stock Mkt Idx Instl Pls
Price$287.36
Change-$1.75 (-0.61%)
VolumeN/A
Net Assets1.91T
MLVBX vs VSMPX Comparison Chart in %
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VS
MLVBX vs. VSMPX commentary
Aug 20, 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 MLVBX is a StrongBuy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVBX (352M). VSMPX pays higher dividends than MLVBX: VSMPX (1.20) vs MLVBX (0.19). MLVBX was incepted earlier than VSMPX: MLVBX (12 years) vs VSMPX (10 years). MLVBX (1.69) is less costly to investors than VSMPX (0.02). MLVBX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVBX has a lower initial minimum investment than VSMPX: MLVBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 14.19 vs. MLVBX (-5.50). VSMPX return over 5 years is better than : 83.95 vs. MLVBX (17.25).
MLVBXVSMPXMLVBX / VSMPX
Total Expense Ratio1.640.028,200%
Annual Report Gross Expense Ratio1.690.028,450%
Fund Existence12 years10 years-
Gain YTD6.5368.66175%
Front LoadN/AN/A-
Min. Initial Investment10001000000000%
Min. Initial Investment IRAN/AN/A-
Net Assets352M1.91T0%
Annual Yield % from dividends0.191.2016%
Returns for 1 year-5.5014.19-39%
Returns for 3 years-3.3549.06-7%
Returns for 5 years17.2583.9521%
Returns for 10 years78.14210.0737%
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