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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$19.01
Change-$0.25 (-1.30%)
VolumeN/A
Net Assets351.79M
FXAIX vs MLVBX Comparison Chart
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FXAIX vs. MLVBX commentary
Jun 15, 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: 634B vs. MLVBX (352M). FXAIX pays higher dividends than MLVBX: FXAIX (1.26) vs MLVBX (0.13). 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 : 11.47 vs. MLVBX (-4.81). FXAIX return over 5 years is better than : 111.88 vs. MLVBX (22.96).
| 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 | 2.225 | 2.685 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 352M | 180,114% |
| Annual Yield % from dividends | 1.26 | 0.13 | 942% |
| Returns for 1 year | 11.47 | -4.81 | -238% |
| Returns for 3 years | 67.38 | 4.43 | 1,521% |
| Returns for 5 years | 111.88 | 22.96 | 487% |
| Returns for 10 years | 211.56 | 68.41 | 309% |
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