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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$17.97
Change+$0.26 (+1.47%)
VolumeN/A
Net Assets333.76M
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Apr 12, 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 MLVMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVMX (334M). FXAIX pays higher dividends than MLVMX: FXAIX (1.30) vs MLVMX (0.20). FXAIX was incepted earlier than MLVMX: FXAIX (14 years) vs MLVMX (11 years). MLVMX (1.69) is less costly to investors than FXAIX (0.01). MLVMX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX (0) and MLVMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 2.68 vs. MLVMX (-8.66). FXAIX return over 5 years is better than : 103.82 vs. MLVMX (19.48).
| FXAIX | MLVMX | FXAIX / MLVMX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.69 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -10.117 | -4.362 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 334M | 179,042% |
| Annual Yield % from dividends | 1.30 | 0.20 | 648% |
| Returns for 1 year | 2.68 | -8.66 | -31% |
| Returns for 3 years | 25.42 | -15.10 | -168% |
| Returns for 5 years | 103.82 | 19.48 | 533% |
| Returns for 10 years | 175.06 | 57.68 | 303% |
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