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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$17.49
Change-$1.01 (-5.46%)
VolumeN/A
Net Assets329.54M
FXAIX vs MLVBX Comparison Chart
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FXAIX vs. MLVBX commentary
Apr 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 Hold and MLVBX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVBX (330M). FXAIX pays higher dividends than MLVBX: FXAIX (1.30) 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 : -0.10 vs. MLVBX (-10.55). FXAIX return over 5 years is better than : 120.17 vs. MLVBX (32.65).
| 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 | -13.443 | -5.525 | 243% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 330M | 181,212% |
| Annual Yield % from dividends | 1.30 | 0.14 | 963% |
| Returns for 1 year | -0.10 | -10.55 | 1% |
| Returns for 3 years | 17.39 | -17.17 | -101% |
| Returns for 5 years | 120.17 | 32.65 | 368% |
| Returns for 10 years | 166.50 | 55.08 | 302% |
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