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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$19.94
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets341.83M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX commentary
Nov 20, 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 Hold and MLVPX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVPX (342M). FXAIX pays higher dividends than MLVPX: FXAIX (1.11) vs MLVPX (0.96). FXAIX was incepted earlier than MLVPX: FXAIX (15 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FXAIX (0.01). MLVPX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MLVPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 13.24 vs. MLVPX (-6.48). FXAIX return over 5 years is better than : 100.10 vs. MLVPX (15.63).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 13.739 | 7.725 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 342M | 215,497% |
| Annual Yield % from dividends | 1.11 | 0.96 | 117% |
| Returns for 1 year | 13.24 | -6.48 | -204% |
| Returns for 3 years | 74.21 | 3.91 | 1,900% |
| Returns for 5 years | 100.10 | 15.63 | 640% |
| Returns for 10 years | 248.43 | 86.29 | 288% |
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