Interact to see
Advertisement
Advertisement
FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$19.56
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets357.95M
FXAIX vs MLVHX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVHX commentary
Jul 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 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 : 14.92 vs. MLVHX (-1.48). FXAIX return over 5 years is better than : 116.25 vs. MLVHX (28.94).
| 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 | 7.467 | 5.880 | 127% |
| 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 | 14.92 | -1.48 | -1,010% |
| Returns for 3 years | 71.72 | 4.65 | 1,542% |
| Returns for 5 years | 116.25 | 28.94 | 402% |
| Returns for 10 years | 233.53 | 87.56 | 267% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers