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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$19.60
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX commentary
Aug 17, 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: 682B vs. MLVMX (353M). FXAIX pays higher dividends than MLVMX: FXAIX (1.19) vs MLVMX (0.27). FXAIX was incepted earlier than MLVMX: FXAIX (14 years) vs MLVMX (12 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 : 17.86 vs. MLVMX (-5.26). FXAIX return over 5 years is better than : 105.99 vs. MLVMX (16.95).
| 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 | 12 years | - |
| Gain YTD | 10.514 | 5.950 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 353M | 193,201% |
| Annual Yield % from dividends | 1.19 | 0.27 | 442% |
| Returns for 1 year | 17.86 | -5.26 | -340% |
| Returns for 3 years | 56.63 | -4.72 | -1,199% |
| Returns for 5 years | 105.99 | 16.95 | 625% |
| Returns for 10 years | 237.48 | 70.13 | 339% |
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