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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$19.17
Change-$0.03 (-0.16%)
VolumeN/A
Net Assets352.92M
FXAIX vs MLVPX Comparison Chart
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FXAIX vs. MLVPX commentary
Jun 07, 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 MLVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. MLVPX (353M). FXAIX pays higher dividends than MLVPX: FXAIX (1.26) vs MLVPX (0.90). FXAIX was incepted earlier than MLVPX: FXAIX (14 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 (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 : 12.99 vs. MLVPX (-3.96). FXAIX return over 5 years is better than : 101.54 vs. MLVPX (22.29).
| 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 | 12 years | - |
| Gain YTD | 2.068 | 3.179 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 353M | 179,603% |
| Annual Yield % from dividends | 1.26 | 0.90 | 140% |
| Returns for 1 year | 12.99 | -3.96 | -328% |
| Returns for 3 years | 51.56 | -1.15 | -4,485% |
| Returns for 5 years | 101.54 | 22.29 | 456% |
| Returns for 10 years | 213.78 | 85.74 | 249% |
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