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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$19.69
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.66M
FXAIX vs MLVHX Comparison Chart in %
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FXAIX vs. MLVHX commentary
Jul 27, 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 MLVHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVHX (358M). MLVHX (1.20) and FXAIX (1.20) have matching dividends . FXAIX was incepted earlier than MLVHX: FXAIX (14 years) vs MLVHX (12 years). MLVHX (0.69) is less costly to investors than FXAIX (0.01). MLVHX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX (0) and MLVHX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 19.88 vs. MLVHX (-2.33). FXAIX return over 5 years is better than : 114.10 vs. MLVHX (25.68).
| FXAIX | MLVHX | FXAIX / MLVHX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 9.386 | 6.583 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 358M | 186,034% |
| Annual Yield % from dividends | 1.20 | 1.20 | 100% |
| Returns for 1 year | 19.88 | -2.33 | -854% |
| Returns for 3 years | 70.40 | 4.64 | 1,517% |
| Returns for 5 years | 114.10 | 25.68 | 444% |
| Returns for 10 years | 235.25 | 85.25 | 276% |
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