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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$19.43
Change+$0.09 (+0.47%)
VolumeN/A
Net Assets351.95M
FXAIX vs MLVBX Comparison Chart in %
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FXAIX vs. MLVBX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. MLVBX (352M). FXAIX pays higher dividends than MLVBX: FXAIX (1.19) vs MLVBX (0.19). FXAIX was incepted earlier than MLVBX: FXAIX (14 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 (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 : 23.62 vs. MLVBX (-3.08). FXAIX return over 5 years is better than : 103.95 vs. MLVBX (16.07).
| 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 | 12 years | - |
| Gain YTD | 8.661 | 5.023 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 352M | 193,750% |
| Annual Yield % from dividends | 1.19 | 0.19 | 625% |
| Returns for 1 year | 23.62 | -3.08 | -766% |
| Returns for 3 years | 60.23 | -2.24 | -2,687% |
| Returns for 5 years | 103.95 | 16.07 | 647% |
| Returns for 10 years | 231.01 | 69.44 | 333% |
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