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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$18.90
Change-$0.16 (-0.84%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVGX Comparison Chart
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FXAIX vs. MLVGX commentary
Feb 23, 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 MLVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MLVGX (389M). FXAIX pays higher dividends than MLVGX: FXAIX (1.31) vs MLVGX (0.14). FXAIX was incepted earlier than MLVGX: FXAIX (14 years) vs MLVGX (11 years). MLVGX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). 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 : 19.81 vs. MLVGX (-2.57). FXAIX return over 5 years is better than : 94.76 vs. MLVGX (7.09).
| FXAIX | MLVGX | FXAIX / MLVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.419 | 2.606 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 0.14 | 906% |
| Returns for 1 year | 19.81 | -2.57 | -771% |
| Returns for 3 years | 46.26 | -4.20 | -1,100% |
| Returns for 5 years | 94.76 | 7.09 | 1,336% |
| Returns for 10 years | 208.81 | 66.48 | 314% |
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