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FXAIX vs MLVOX
FXAIX vs MLVOX Comparison
Open Charts FXAIX vs MLVOX
MFS Low Volatility Equity R2
Price$18.24
Change+$1.03 (+5.98%)
VolumeN/A
Net Assets321.54M
FXAIX vs MLVOX Comparison Chart
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FXAIX vs. MLVOX commentary
Apr 10, 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 MLVOX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVOX (322M). FXAIX pays higher dividends than MLVOX: FXAIX (1.30) vs MLVOX (0.66). FXAIX was incepted earlier than MLVOX: FXAIX (14 years) vs MLVOX (11 years). MLVOX (1.19) is less costly to investors than FXAIX (0.01). MLVOX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX (0) and MLVOX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : -3.10 vs. MLVOX (-12.66). FXAIX return over 5 years is better than : 92.75 vs. MLVOX (18.27).
| FXAIX | MLVOX | FXAIX / MLVOX | |
| Total Expense Ratio | 0.01 | 1.14 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.19 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -15.000 | -7.762 | 193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 322M | 185,714% |
| Annual Yield % from dividends | 1.30 | 0.66 | 198% |
| Returns for 1 year | -3.10 | -12.66 | 24% |
| Returns for 3 years | 16.20 | -18.48 | -88% |
| Returns for 5 years | 92.75 | 18.27 | 508% |
| Returns for 10 years | 159.34 | 59.63 | 267% |
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