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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$18.38
Change-$0.42 (-2.23%)
VolumeN/A
Net Assets356.86M
FXAIX vs MLVGX Comparison Chart
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FXAIX vs. MLVGX commentary
Apr 04, 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 Hold and MLVGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVGX (357M). FXAIX pays higher dividends than MLVGX: FXAIX (1.30) vs MLVGX (0.16). FXAIX was incepted earlier than MLVGX: FXAIX (14 years) vs MLVGX (11 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 : 10.29 vs. MLVGX (-4.16). FXAIX return over 5 years is better than : 146.07 vs. MLVGX (43.24).
| 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 | 11 years | - |
| Gain YTD | -3.262 | 2.177 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 357M | 167,507% |
| Annual Yield % from dividends | 1.30 | 0.16 | 820% |
| Returns for 1 year | 10.29 | -4.16 | -247% |
| Returns for 3 years | 29.57 | -10.99 | -269% |
| Returns for 5 years | 146.07 | 43.24 | 338% |
| Returns for 10 years | 197.24 | 67.08 | 294% |
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