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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$18.58
Change-$0.42 (-2.21%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVHX Comparison Chart
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FXAIX vs. MLVHX commentary
Dec 19, 2024
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 StrongBuy and MLVHX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MLVHX (403M). FXAIX pays higher dividends than MLVHX: FXAIX (1.31) vs MLVHX (1.05). FXAIX was incepted earlier than MLVHX: FXAIX (14 years) vs MLVHX (11 years). MLVHX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). FXAIX (0) and MLVHX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MLVHX (5.05). FXAIX return over 5 years is better than : 104.23 vs. MLVHX (18.34).
| FXAIX | MLVHX | FXAIX / MLVHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 28.550 | 4.025 | 709% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 403M | 156,824% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | 29.40 | 5.05 | 582% |
| Returns for 3 years | 37.14 | -9.43 | -394% |
| Returns for 5 years | 104.23 | 18.34 | 568% |
| Returns for 10 years | 217.91 | 81.91 | 266% |