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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$19.09
Change+$0.14 (+0.74%)
VolumeN/A
Net Assets349.34M
FXAIX vs MLVGX Comparison Chart in %
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FXAIX vs. MLVGX commentary
Jul 17, 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 MLVGX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVGX (349M). FXAIX pays higher dividends than MLVGX: FXAIX (1.20) vs MLVGX (0.24). FXAIX was incepted earlier than MLVGX: FXAIX (14 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FXAIX (0.01). MLVGX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than MLVGX: FXAIX (0) vs MLVGX (1000). FXAIX annual gain was more profitable for investors over the last year : 11.62 vs. MLVGX (-8.21). FXAIX return over 5 years is better than : 108.65 vs. MLVGX (17.06).
| FXAIX | MLVGX | FXAIX / MLVGX | |
| 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 | 6.887 | 3.087 | 223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 349M | 190,831% |
| Annual Yield % from dividends | 1.20 | 0.24 | 506% |
| Returns for 1 year | 11.62 | -8.21 | -141% |
| Returns for 3 years | 69.03 | 0.09 | 75,684% |
| Returns for 5 years | 108.65 | 17.06 | 637% |
| Returns for 10 years | 222.53 | 65.12 | 342% |
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