Interact to see
Advertisement
Advertisement
FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$19.84
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FXAIX vs MLVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVAX commentary
Nov 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 FXAIX is a Hold and MLVAX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVAX (342M). FXAIX pays higher dividends than MLVAX: FXAIX (1.11) vs MLVAX (0.96). FXAIX was incepted earlier than MLVAX: FXAIX (15 years) vs MLVAX (12 years). MLVAX (0.94) is less costly to investors than FXAIX (0.01). MLVAX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MLVAX: FXAIX (0) vs MLVAX (1000). FXAIX annual gain was more profitable for investors over the last year : 13.24 vs. MLVAX (-6.55). FXAIX return over 5 years is better than : 100.10 vs. MLVAX (14.52).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 13.739 | 7.713 | 178% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 342M | 215,497% |
| Annual Yield % from dividends | 1.11 | 0.96 | 116% |
| Returns for 1 year | 13.24 | -6.55 | -202% |
| Returns for 3 years | 74.21 | 3.57 | 2,079% |
| Returns for 5 years | 100.10 | 14.52 | 689% |
| Returns for 10 years | 248.43 | 81.83 | 304% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement