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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$18.81
Change-$0.09 (-0.48%)
VolumeN/A
Net Assets357.13M
FXAIX vs MLVBX Comparison Chart
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FXAIX vs. MLVBX 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 MLVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVBX (357M). FXAIX pays higher dividends than MLVBX: FXAIX (1.34) vs MLVBX (0.14). FXAIX was incepted earlier than MLVBX: FXAIX (14 years) vs MLVBX (11 years). MLVBX (1.69) is less costly to investors than FXAIX (0.01). MLVBX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than MLVBX: FXAIX (0) vs MLVBX (1000). FXAIX annual gain was more profitable for investors over the last year : 11.58 vs. MLVBX (-6.30). FXAIX return over 5 years is better than : 113.25 vs. MLVBX (24.74).
| FXAIX | MLVBX | FXAIX / MLVBX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.69 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -0.138 | 2.091 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 357M | 166,387% |
| Annual Yield % from dividends | 1.34 | 0.14 | 974% |
| Returns for 1 year | 11.58 | -6.30 | -184% |
| Returns for 3 years | 53.89 | -0.22 | -24,601% |
| Returns for 5 years | 113.25 | 24.74 | 458% |
| Returns for 10 years | 200.51 | 65.56 | 306% |
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