Ad is loading...
FXAIX vs MLVOX
FXAIX vs MLVOX Comparison
Open Charts FXAIX vs MLVOX
MFS Low Volatility Equity R2
Price$19.11
Change-$0.10 (-0.52%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVOX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVOX commentary
Dec 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 StrongBuy and MLVOX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MLVOX (405M). FXAIX pays higher dividends than MLVOX: FXAIX (1.31) vs MLVOX (0.60). FXAIX was incepted earlier than MLVOX: FXAIX (14 years) vs MLVOX (11 years). MLVOX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). FXAIX (0) and MLVOX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MLVOX (4.62). FXAIX return over 5 years is better than : 104.23 vs. MLVOX (16.87).
| FXAIX | MLVOX | FXAIX / MLVOX | |
| 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 | 3.600 | 793% |
| 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 | 0.60 | 217% |
| Returns for 1 year | 29.40 | 4.62 | 637% |
| Returns for 3 years | 37.14 | -9.68 | -383% |
| Returns for 5 years | 104.23 | 16.87 | 618% |
| Returns for 10 years | 217.91 | 80.19 | 272% |