Interact to see
Advertisement
Advertisement
MLVMX vs VSMPX
MLVMX vs VSMPX Comparison
Open Charts MLVMX vs VSMPX
MFS Low Volatility Equity R1
Price$19.60
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
Vanguard Total Stock Mkt Idx Instl Pls
Price$289.01
Change-$0.76 (-0.26%)
VolumeN/A
Net Assets1.91T
MLVMX vs VSMPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MLVMX vs. VSMPX commentary
Aug 18, 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 MLVMX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVMX (353M). VSMPX pays higher dividends than MLVMX: VSMPX (1.20) vs MLVMX (0.27). MLVMX was incepted earlier than VSMPX: MLVMX (12 years) vs VSMPX (10 years). MLVMX (1.69) is less costly to investors than VSMPX (0.02). MLVMX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVMX has a lower initial minimum investment than VSMPX: MLVMX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 16.22 vs. MLVMX (-5.26). VSMPX return over 5 years is better than : 85.90 vs. MLVMX (16.95).
| MLVMX | VSMPX | MLVMX / VSMPX | |
| Total Expense Ratio | 1.64 | 0.02 | 8,200% |
| Annual Report Gross Expense Ratio | 1.69 | 0.02 | 8,450% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 5.950 | 9.284 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 353M | 1.91T | 0% |
| Annual Yield % from dividends | 0.27 | 1.20 | 22% |
| Returns for 1 year | -5.26 | 16.22 | -32% |
| Returns for 3 years | -4.72 | 46.86 | -10% |
| Returns for 5 years | 16.95 | 85.90 | 20% |
| Returns for 10 years | 70.13 | 193.56 | 36% |
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 | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| HERZ | 2.48 | 0.06 | +2.27% |
| Herzfeld Credit Income Fund Inc | |||
| FCSH | 24.37 | N/A | N/A |
| Federated Hermes Short Duration Corp ETF | |||
| NVIR | 30.31 | N/A | N/A |
| Horizon Kinetics Energy Remediation ETF | |||
| ILCB | 89.21 | -0.23 | -0.26% |
| iShares Morningstar U.S. Equity ETF | |||
| NUW | 13.68 | -0.09 | -0.65% |
| Nuveen AMT-Free Municipal Value Fund | |||