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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$19.62
Change+$0.09 (+0.46%)
VolumeN/A
Net Assets350.93M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. MLVPX (351M). FXAIX pays higher dividends than MLVPX: FXAIX (1.19) vs MLVPX (0.96). 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 : 20.75 vs. MLVPX (-3.46). FXAIX return over 5 years is better than : 103.79 vs. MLVPX (20.49).
| 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 | 8.578 | 5.253 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 351M | 194,302% |
| Annual Yield % from dividends | 1.19 | 0.96 | 124% |
| Returns for 1 year | 20.75 | -3.46 | -599% |
| Returns for 3 years | 60.79 | -0.07 | -85,703% |
| Returns for 5 years | 103.79 | 20.49 | 507% |
| Returns for 10 years | 233.86 | 83.19 | 281% |
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