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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$19.06
Change-$0.10 (-0.52%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVPX Comparison Chart
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FXAIX vs. MLVPX commentary
Dec 18, 2024
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: 632B vs. MLVPX (405M). 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 : 29.40 vs. MLVPX (4.84). FXAIX return over 5 years is better than : 104.23 vs. MLVPX (18.24).
| 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 | 28.550 | 3.818 | 748% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 405M | 156,049% |
| Annual Yield % from dividends | 1.31 | 0.83 | 159% |
| Returns for 1 year | 29.40 | 4.84 | 608% |
| Returns for 3 years | 37.14 | -9.11 | -408% |
| Returns for 5 years | 104.23 | 18.24 | 571% |
| Returns for 10 years | 217.91 | 84.52 | 258% |
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