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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$17.12
Change-$0.24 (-1.38%)
VolumeN/A
Net Assets326.38M
FXAIX vs MLVHX Comparison Chart
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FXAIX vs. MLVHX commentary
Apr 10, 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 MLVHX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVHX (326M). FXAIX pays higher dividends than MLVHX: FXAIX (1.30) vs MLVHX (1.15). FXAIX was incepted earlier than MLVHX: FXAIX (14 years) vs MLVHX (11 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 : -1.40 vs. MLVHX (-11.14). FXAIX return over 5 years is better than : 95.83 vs. MLVHX (21.49).
| 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 | 11 years | - |
| Gain YTD | -13.644 | -6.358 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 326M | 183,436% |
| Annual Yield % from dividends | 1.30 | 1.15 | 113% |
| Returns for 1 year | -1.40 | -11.14 | 13% |
| Returns for 3 years | 18.06 | -16.94 | -107% |
| Returns for 5 years | 95.83 | 21.49 | 446% |
| Returns for 10 years | 163.48 | 64.02 | 255% |
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