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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$18.86
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
FXAIX vs MLVAX Comparison Chart
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FXAIX vs. MLVAX commentary
May 23, 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 Buy and MLVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVAX (352M). FXAIX pays higher dividends than MLVAX: FXAIX (1.34) vs MLVAX (0.93). 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 : 11.58 vs. MLVAX (-5.86). FXAIX return over 5 years is better than : 113.25 vs. MLVAX (28.52).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -0.138 | 2.330 | -6% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 352M | 168,750% |
| Annual Yield % from dividends | 1.34 | 0.93 | 144% |
| Returns for 1 year | 11.58 | -5.86 | -198% |
| Returns for 3 years | 53.89 | -0.13 | -40,875% |
| Returns for 5 years | 113.25 | 28.52 | 397% |
| Returns for 10 years | 200.51 | 74.98 | 267% |
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