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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$18.90
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
May 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVMX (357M). FXAIX pays higher dividends than MLVMX: FXAIX (1.34) 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 : 13.10 vs. MLVMX (-6.28). FXAIX return over 5 years is better than : 116.74 vs. MLVMX (24.76).
| 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 | 1.498 | 2.064 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 357M | 166,387% |
| Annual Yield % from dividends | 1.34 | 0.20 | 655% |
| Returns for 1 year | 13.10 | -6.28 | -209% |
| Returns for 3 years | 59.34 | -0.16 | -37,730% |
| Returns for 5 years | 116.74 | 24.76 | 471% |
| Returns for 10 years | 205.44 | 66.97 | 307% |
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