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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$19.75
Change-$0.08 (-0.40%)
VolumeN/A
Net Assets354.47M
FXAIX vs MLVGX Comparison Chart in %
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FXAIX vs. MLVGX commentary
Sep 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. MLVGX (354M). FXAIX pays higher dividends than MLVGX: FXAIX (1.16) vs MLVGX (0.23). 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 : 18.54 vs. MLVGX (-5.55). FXAIX return over 5 years is better than : 109.38 vs. MLVGX (19.49).
| 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 | 12.949 | 7.874 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 354M | 196,610% |
| Annual Yield % from dividends | 1.16 | 0.23 | 504% |
| Returns for 1 year | 18.54 | -5.55 | -334% |
| Returns for 3 years | 77.60 | 4.08 | 1,901% |
| Returns for 5 years | 109.38 | 19.49 | 561% |
| Returns for 10 years | 268.69 | 82.11 | 327% |
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