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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$21.25
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MLVGX Comparison Chart
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FXAIX vs. MLVGX commentary
Sep 21, 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 Buy and MLVGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. MLVGX (426M). FXAIX pays higher dividends than MLVGX: FXAIX (1.31) vs MLVGX (0.14). FXAIX was incepted earlier than MLVGX: FXAIX (13 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 : 28.29 vs. MLVGX (15.39). FXAIX return over 5 years is better than : 101.18 vs. MLVGX (30.33).
| FXAIX | MLVGX | FXAIX / MLVGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 18.982 | 15.582 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 426M | 137,324% |
| Annual Yield % from dividends | 1.31 | 0.14 | 906% |
| Returns for 1 year | 28.29 | 15.39 | 184% |
| Returns for 3 years | 32.76 | -3.01 | -1,087% |
| Returns for 5 years | 101.18 | 30.33 | 334% |
| Returns for 10 years | 203.96 | 99.27 | 205% |
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