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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$19.38
Change-$0.07 (-0.36%)
VolumeN/A
Net Assets358.92M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX commentary
Jul 03, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVMX (359M). FXAIX pays higher dividends than MLVMX: FXAIX (1.20) 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 : 13.99 vs. MLVMX (-3.10). FXAIX return over 5 years is better than : 113.41 vs. MLVMX (23.14).
| 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 | 6.057 | 4.761 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 359M | 185,515% |
| Annual Yield % from dividends | 1.20 | 0.27 | 445% |
| Returns for 1 year | 13.99 | -3.10 | -451% |
| Returns for 3 years | 69.47 | 1.57 | 4,431% |
| Returns for 5 years | 113.41 | 23.14 | 490% |
| Returns for 10 years | 227.89 | 73.80 | 309% |
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