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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$18.95
Change-$0.10 (-0.52%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVMX Comparison Chart
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FXAIX vs. MLVMX commentary
Dec 19, 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 StrongBuy and MLVMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MLVMX (405M). 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 : 29.40 vs. MLVMX (4.00). FXAIX return over 5 years is better than : 104.23 vs. MLVMX (13.66).
| 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 | 28.550 | 3.042 | 938% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 405M | 156,049% |
| Annual Yield % from dividends | 1.31 | 0.18 | 740% |
| Returns for 1 year | 29.40 | 4.00 | 735% |
| Returns for 3 years | 37.14 | -11.21 | -331% |
| Returns for 5 years | 104.23 | 13.66 | 763% |
| Returns for 10 years | 217.91 | 70.90 | 307% |