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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$19.15
Change-$0.06 (-0.31%)
VolumeN/A
Net Assets355.99M
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Jun 12, 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: 634B vs. MLVMX (356M). FXAIX pays higher dividends than MLVMX: FXAIX (1.26) vs MLVMX (0.20). 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 : 13.83 vs. MLVMX (-3.89). FXAIX return over 5 years is better than : 114.03 vs. MLVMX (24.29).
| 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 | 3.261 | 3.738 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 356M | 178,090% |
| Annual Yield % from dividends | 1.26 | 0.20 | 633% |
| Returns for 1 year | 13.83 | -3.89 | -356% |
| Returns for 3 years | 61.97 | 1.69 | 3,658% |
| Returns for 5 years | 114.03 | 24.29 | 470% |
| Returns for 10 years | 215.06 | 71.78 | 300% |
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