MLVTX
Price
$19.72
Change
+$0.05 (+0.25%)
Updated
Jul 25 closing price
Net Assets
357.66M
VSMPX
Price
$286.40
Change
+$1.25 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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MLVTX vs VSMPX

Header iconMLVTX vs VSMPX Comparison
Open Charts MLVTX vs VSMPXBanner chart's image
MFS Low Volatility Equity R6
Price$19.72
Change+$0.05 (+0.25%)
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
MLVTX vs VSMPX Comparison Chart in %
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VS
MLVTX 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 MLVTX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MLVTX (358M). MLVTX (1.27) and VSMPX (1.22) have matching dividends . MLVTX was incepted earlier than VSMPX: MLVTX (12 years) vs VSMPX (10 years). MLVTX (0.61) is less costly to investors than VSMPX (0.02). MLVTX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MLVTX has a lower initial minimum investment than VSMPX: MLVTX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 17.76 vs. MLVTX (-2.20). VSMPX return over 5 years is better than : 93.61 vs. MLVTX (26.16).
MLVTXVSMPXMLVTX / VSMPX
Total Expense Ratio0.570.022,850%
Annual Report Gross Expense Ratio0.610.023,050%
Fund Existence12 years10 years-
Gain YTD6.6738.29880%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets358M1.91T0%
Annual Yield % from dividends1.271.22104%
Returns for 1 year-2.2017.76-12%
Returns for 3 years4.9160.678%
Returns for 5 years26.1693.6128%
Returns for 10 years86.53192.0945%
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