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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-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVPX Comparison Chart
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FXAIX vs. MLVPX commentary
Feb 23, 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 StrongBuy and MLVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MLVPX (389M). FXAIX pays higher dividends than MLVPX: FXAIX (1.31) vs MLVPX (0.83). FXAIX was incepted earlier than MLVPX: FXAIX (14 years) vs MLVPX (11 years). MLVPX is a more actively managed with annual turnover of: 39.00 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 : 19.81 vs. MLVPX (-1.69). FXAIX return over 5 years is better than : 94.76 vs. MLVPX (11.63).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.419 | 2.733 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 0.83 | 159% |
| Returns for 1 year | 19.81 | -1.69 | -1,173% |
| Returns for 3 years | 46.26 | -1.64 | -2,826% |
| Returns for 5 years | 94.76 | 11.63 | 815% |
| Returns for 10 years | 208.81 | 82.06 | 254% |
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