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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$19.96
Change-$0.02 (-0.10%)
VolumeN/A
Net Assets355.58M
FXAIX vs MLVAX Comparison Chart in %
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FXAIX vs. MLVAX commentary
Sep 06, 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: 696B vs. MLVAX (356M). FXAIX pays higher dividends than MLVAX: FXAIX (1.16) vs MLVAX (0.94). 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 (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 : 19.68 vs. MLVAX (-4.64). FXAIX return over 5 years is better than : 104.31 vs. MLVAX (20.99).
| 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 | 11.505 | 8.204 | 140% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 356M | 195,506% |
| Annual Yield % from dividends | 1.16 | 0.94 | 124% |
| Returns for 1 year | 19.68 | -4.64 | -424% |
| Returns for 3 years | 73.88 | 6.20 | 1,191% |
| Returns for 5 years | 104.31 | 20.99 | 497% |
| Returns for 10 years | 262.15 | 93.33 | 281% |