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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$19.03
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Feb 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 StrongBuy and MLVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MLVMX (389M). 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 : 21.88 vs. MLVMX (-2.45). FXAIX return over 5 years is better than : 98.13 vs. MLVMX (7.38).
| 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 | 4.192 | 2.643 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 0.18 | 740% |
| Returns for 1 year | 21.88 | -2.45 | -892% |
| Returns for 3 years | 48.79 | -3.98 | -1,226% |
| Returns for 5 years | 98.13 | 7.38 | 1,331% |
| Returns for 10 years | 214.15 | 68.51 | 313% |
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