Interact to see
Advertisement
Advertisement
FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$19.79
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FXAIX vs MLVBX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVBX commentary
Nov 20, 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: 737B vs. MLVBX (342M). FXAIX pays higher dividends than MLVBX: FXAIX (1.11) vs MLVBX (0.22). FXAIX was incepted earlier than MLVBX: FXAIX (15 years) vs MLVBX (12 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 (3.00). 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 : 13.24 vs. MLVBX (-7.25). FXAIX return over 5 years is better than : 100.10 vs. MLVBX (11.09).
| FXAIX | MLVBX | FXAIX / MLVBX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.69 | 1% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 13.739 | 7.016 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 342M | 215,497% |
| Annual Yield % from dividends | 1.11 | 0.22 | 506% |
| Returns for 1 year | 13.24 | -7.25 | -183% |
| Returns for 3 years | 74.21 | 1.39 | 5,328% |
| Returns for 5 years | 100.10 | 11.09 | 902% |
| Returns for 10 years | 248.43 | 71.33 | 348% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement