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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$19.20
Change+$0.18 (+0.95%)
VolumeN/A
Net Assets392.91M
FXAIX vs MLVBX Comparison Chart
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FXAIX vs. MLVBX commentary
Jan 31, 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 MLVBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MLVBX (393M). FXAIX pays higher dividends than MLVBX: FXAIX (1.31) vs MLVBX (0.12). FXAIX was incepted earlier than MLVBX: FXAIX (14 years) vs MLVBX (11 years). MLVBX is a more actively managed with annual turnover of: 39.00 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 : 26.33 vs. MLVBX (1.89). FXAIX return over 5 years is better than : 102.48 vs. MLVBX (11.73).
| FXAIX | MLVBX | FXAIX / MLVBX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.752 | 3.616 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 393M | 157,506% |
| Annual Yield % from dividends | 1.31 | 0.12 | 1,129% |
| Returns for 1 year | 26.33 | 1.89 | 1,396% |
| Returns for 3 years | 40.05 | -7.22 | -554% |
| Returns for 5 years | 102.48 | 11.73 | 874% |
| Returns for 10 years | 225.00 | 73.41 | 307% |
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