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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$21.40
Change-$0.22 (-1.02%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Nov 18, 2024
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 StrongSell and MLVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. MLVMX (415M). 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 : 32.03 vs. MLVMX (15.90). FXAIX return over 5 years is better than : 102.32 vs. MLVMX (30.94).
| 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 | 24.554 | 16.307 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 593B | 415M | 142,892% |
| Annual Yield % from dividends | 1.31 | 0.18 | 740% |
| Returns for 1 year | 32.03 | 15.90 | 201% |
| Returns for 3 years | 30.80 | -6.09 | -506% |
| Returns for 5 years | 102.32 | 30.94 | 331% |
| Returns for 10 years | 210.78 | 95.46 | 221% |