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MLVMX vs VSMPX
MLVMX vs VSMPX Comparison
Open Charts MLVMX vs VSMPX
MFS Low Volatility Equity R1
Price$19.87
Change-$0.06 (-0.30%)
VolumeN/A
Net Assets354.22M
Vanguard Total Stock Mkt Idx Instl Pls
Price$292.61
Change+$0.19 (+0.06%)
VolumeN/A
Net Assets1.95T
MLVMX vs VSMPX Comparison Chart in %
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MLVMX vs. VSMPX commentary
Sep 09, 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: 1.95T vs. MLVMX (354M). VSMPX pays higher dividends than MLVMX: VSMPX (1.17) vs MLVMX (0.26). 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 : 18.05 vs. MLVMX (-5.45). VSMPX return over 5 years is better than : 85.03 vs. MLVMX (17.35).
| 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 | 7.572 | 10.358 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 1.95T | 0% |
| Annual Yield % from dividends | 0.26 | 1.17 | 22% |
| Returns for 1 year | -5.45 | 18.05 | -30% |
| Returns for 3 years | 4.18 | 63.71 | 7% |
| Returns for 5 years | 17.35 | 85.03 | 20% |
| Returns for 10 years | 83.76 | 214.57 | 39% |
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