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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$20.07
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets347.5M
FXAIX vs MLVAX Comparison Chart in %
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FXAIX vs. MLVAX commentary
Oct 18, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MLVAX (348M). FXAIX pays higher dividends than MLVAX: FXAIX (1.12) vs MLVAX (0.95). FXAIX was incepted earlier than MLVAX: FXAIX (14 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 : 14.93 vs. MLVAX (-7.60). FXAIX return over 5 years is better than : 104.83 vs. MLVAX (17.55).
| 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 | 12 years | - |
| Gain YTD | 13.832 | 8.093 | 171% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 348M | 207,759% |
| Annual Yield % from dividends | 1.12 | 0.95 | 118% |
| Returns for 1 year | 14.93 | -7.60 | -196% |
| Returns for 3 years | 86.18 | 10.75 | 801% |
| Returns for 5 years | 104.83 | 17.55 | 597% |
| Returns for 10 years | 259.62 | 87.08 | 298% |
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