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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$21.88
Change+$0.02 (+0.09%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MLVPX Comparison Chart
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FXAIX vs. MLVPX commentary
Oct 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 Buy and MLVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 599B vs. MLVPX (425M). FXAIX pays higher dividends than MLVPX: FXAIX (1.31) vs MLVPX (0.83). FXAIX was incepted earlier than MLVPX: FXAIX (13 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 : 37.36 vs. MLVPX (22.18). FXAIX return over 5 years is better than : 110.51 vs. MLVPX (40.14).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 23.822 | 18.869 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599B | 425M | 140,941% |
| Annual Yield % from dividends | 1.31 | 0.83 | 159% |
| Returns for 1 year | 37.36 | 22.18 | 168% |
| Returns for 3 years | 36.38 | 1.13 | 3,231% |
| Returns for 5 years | 110.51 | 40.14 | 275% |
| Returns for 10 years | 233.54 | 131.15 | 178% |
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