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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$18.90
Change-$0.09 (-0.47%)
VolumeN/A
Net Assets352.24M
FXAIX vs MLVHX Comparison Chart
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FXAIX vs. MLVHX commentary
May 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVHX (352M). FXAIX pays higher dividends than MLVHX: FXAIX (1.34) vs MLVHX (1.16). 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 : 11.58 vs. MLVHX (-5.62). FXAIX return over 5 years is better than : 113.25 vs. MLVHX (29.85).
| 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 | -0.138 | 2.435 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 352M | 168,750% |
| Annual Yield % from dividends | 1.34 | 1.16 | 115% |
| Returns for 1 year | 11.58 | -5.62 | -206% |
| Returns for 3 years | 53.89 | 0.46 | 11,614% |
| Returns for 5 years | 113.25 | 29.85 | 379% |
| Returns for 10 years | 200.51 | 78.19 | 256% |
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