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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$20.06
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.36M
FXAIX vs MLVGX Comparison Chart in %
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FXAIX vs. MLVGX commentary
Oct 06, 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: 723B vs. MLVGX (355M). FXAIX pays higher dividends than MLVGX: FXAIX (1.12) vs MLVGX (0.27). 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 : 19.36 vs. MLVGX (-4.68). FXAIX return over 5 years is better than : 115.97 vs. MLVGX (19.61).
| 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 | 15.285 | 9.195 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 355M | 203,662% |
| Annual Yield % from dividends | 1.12 | 0.27 | 412% |
| Returns for 1 year | 19.36 | -4.68 | -414% |
| Returns for 3 years | 85.11 | 8.36 | 1,018% |
| Returns for 5 years | 115.97 | 19.61 | 591% |
| Returns for 10 years | 273.81 | 82.69 | 331% |
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