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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$18.77
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets390.13M
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Jan 19, 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 Hold and MLVMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MLVMX (390M). FXAIX pays higher dividends than MLVMX: FXAIX (1.31) vs MLVMX (0.18). FXAIX was incepted earlier than MLVMX: FXAIX (14 years) vs MLVMX (11 years). MLVMX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). FXAIX (0) and MLVMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. MLVMX (0.86). FXAIX return over 5 years is better than : 94.81 vs. MLVMX (7.78).
| FXAIX | MLVMX | FXAIX / MLVMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.013 | 1.241 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 390M | 158,718% |
| Annual Yield % from dividends | 1.31 | 0.18 | 740% |
| Returns for 1 year | 27.15 | 0.86 | 3,161% |
| Returns for 3 years | 37.22 | -9.95 | -374% |
| Returns for 5 years | 94.81 | 7.78 | 1,219% |
| Returns for 10 years | 222.48 | 69.88 | 318% |
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