Ad is loading...
FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$18.63
Change-$0.43 (-2.26%)
VolumeN/A
Net Assets356.86M
FXAIX vs MLVPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVPX commentary
Apr 05, 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: 598B vs. MLVPX (357M). FXAIX pays higher dividends than MLVPX: FXAIX (1.30) vs MLVPX (0.91). FXAIX was incepted earlier than MLVPX: FXAIX (14 years) vs MLVPX (11 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 (2.00). FXAIX (0) and MLVPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. MLVPX (-3.27). FXAIX return over 5 years is better than : 146.07 vs. MLVPX (49.38).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -3.262 | 2.427 | -134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 357M | 167,507% |
| Annual Yield % from dividends | 1.30 | 0.91 | 143% |
| Returns for 1 year | 10.29 | -3.27 | -315% |
| Returns for 3 years | 29.57 | -8.60 | -344% |
| Returns for 5 years | 146.07 | 49.38 | 296% |
| Returns for 10 years | 197.24 | 82.46 | 239% |
View a ticker or compare two or three
VS
VS
Ad is loading...