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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$19.12
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FXAIX vs MLVHX Comparison Chart
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FXAIX vs. MLVHX commentary
Jun 15, 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: 634B vs. MLVHX (352M). FXAIX pays higher dividends than MLVHX: FXAIX (1.26) vs MLVHX (1.13). 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 : 11.47 vs. MLVHX (-3.79). FXAIX return over 5 years is better than : 111.88 vs. MLVHX (28.06).
| 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 | 2.225 | 3.136 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 352M | 180,114% |
| Annual Yield % from dividends | 1.26 | 1.13 | 111% |
| Returns for 1 year | 11.47 | -3.79 | -303% |
| Returns for 3 years | 67.38 | 6.77 | 996% |
| Returns for 5 years | 111.88 | 28.06 | 399% |
| Returns for 10 years | 211.56 | 81.43 | 260% |
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