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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$19.00
Change+$0.09 (+0.48%)
VolumeN/A
Net Assets395.14M
FXAIX vs MLVGX Comparison Chart
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FXAIX vs. MLVGX commentary
Jan 24, 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: 619B vs. MLVGX (395M). 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 : 27.41 vs. MLVGX (1.07). FXAIX return over 5 years is better than : 100.82 vs. MLVGX (9.18).
| 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 | 4.094 | 2.660 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 395M | 156,709% |
| Annual Yield % from dividends | 1.31 | 0.14 | 906% |
| Returns for 1 year | 27.41 | 1.07 | 2,551% |
| Returns for 3 years | 45.30 | -6.75 | -672% |
| Returns for 5 years | 100.82 | 9.18 | 1,099% |
| Returns for 10 years | 223.51 | 68.60 | 326% |
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