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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$19.29
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets392.91M
FXAIX vs MLVHX Comparison Chart
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FXAIX vs. MLVHX commentary
Jan 31, 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 StrongBuy and MLVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MLVHX (393M). 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 : 26.33 vs. MLVHX (2.94). FXAIX return over 5 years is better than : 102.48 vs. MLVHX (16.48).
| 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 | 2.752 | 3.710 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 393M | 157,506% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | 26.33 | 2.94 | 896% |
| Returns for 3 years | 40.05 | -5.27 | -760% |
| Returns for 5 years | 102.48 | 16.48 | 622% |
| Returns for 10 years | 225.00 | 86.49 | 260% |
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