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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$18.94
Change-$0.10 (-0.53%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVBX Comparison Chart
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FXAIX vs. MLVBX commentary
Dec 19, 2024
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: 632B vs. MLVBX (405M). 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 : 29.40 vs. MLVBX (3.98). FXAIX return over 5 years is better than : 104.23 vs. MLVBX (13.57).
| 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 | 28.550 | 3.020 | 945% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 405M | 156,049% |
| Annual Yield % from dividends | 1.31 | 0.12 | 1,129% |
| Returns for 1 year | 29.40 | 3.98 | 739% |
| Returns for 3 years | 37.14 | -11.26 | -330% |
| Returns for 5 years | 104.23 | 13.57 | 768% |
| Returns for 10 years | 217.91 | 69.26 | 315% |