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MLVRX vs VSMPX
MLVRX vs VSMPX Comparison
Open Charts MLVRX vs VSMPX
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MLVRX vs VSMPX Comparison Chart
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MLVRX vs. VSMPX commentary
Jun 16, 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 MLVRX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MLVRX (352M). VSMPX pays higher dividends than MLVRX: VSMPX (1.29) vs MLVRX (1.12). MLVRX was incepted earlier than VSMPX: MLVRX (12 years) vs VSMPX (10 years). MLVRX (0.69) is less costly to investors than VSMPX (0.02). MLVRX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVRX has a lower initial minimum investment than VSMPX: MLVRX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MLVRX (-3.85). VSMPX return over 5 years is better than : 91.46 vs. MLVRX (29.43).
| MLVRX | VSMPX | MLVRX / VSMPX | |
| Total Expense Ratio | 0.64 | 0.02 | 3,200% |
| Annual Report Gross Expense Ratio | 0.69 | 0.02 | 3,450% |
| Fund Existence | 12 years | 10 years | - |
| Gain YTD | 3.113 | 1.374 | 227% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 352M | 1.82T | 0% |
| Annual Yield % from dividends | 1.12 | 1.29 | 87% |
| Returns for 1 year | -3.85 | 10.08 | -38% |
| Returns for 3 years | 7.69 | 57.66 | 13% |
| Returns for 5 years | 29.43 | 91.46 | 32% |
| Returns for 10 years | 87.73 | 170.67 | 51% |
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