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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$19.07
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVAX Comparison Chart
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FXAIX vs. MLVAX commentary
Feb 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 StrongBuy and MLVAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MLVAX (389M). FXAIX pays higher dividends than MLVAX: FXAIX (1.31) vs MLVAX (0.83). FXAIX was incepted earlier than MLVAX: FXAIX (14 years) vs MLVAX (11 years). MLVAX is a more actively managed with annual turnover of: 39.00 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 : 19.81 vs. MLVAX (-1.75). FXAIX return over 5 years is better than : 94.76 vs. MLVAX (10.58).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.419 | 2.693 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 0.83 | 158% |
| Returns for 1 year | 19.81 | -1.75 | -1,134% |
| Returns for 3 years | 46.26 | -2.59 | -1,783% |
| Returns for 5 years | 94.76 | 10.58 | 895% |
| Returns for 10 years | 208.81 | 76.20 | 274% |
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