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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$17.09
Change-$0.23 (-1.33%)
VolumeN/A
Net Assets326.38M
FXAIX vs MLVAX Comparison Chart
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FXAIX vs. MLVAX commentary
Apr 10, 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: 598B vs. MLVAX (326M). FXAIX pays higher dividends than MLVAX: FXAIX (1.30) vs MLVAX (0.91). FXAIX was incepted earlier than MLVAX: FXAIX (14 years) vs MLVAX (11 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 (2.00). 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 : -1.40 vs. MLVAX (-11.43). FXAIX return over 5 years is better than : 95.83 vs. MLVAX (20.14).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -13.644 | -6.472 | 211% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 326M | 183,436% |
| Annual Yield % from dividends | 1.30 | 0.91 | 143% |
| Returns for 1 year | -1.40 | -11.43 | 12% |
| Returns for 3 years | 18.06 | -17.46 | -103% |
| Returns for 5 years | 95.83 | 20.14 | 476% |
| Returns for 10 years | 163.48 | 60.89 | 268% |
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