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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$18.39
Change+$0.11 (+0.60%)
VolumeN/A
Net Assets342.16M
FXAIX vs MLVPX Comparison Chart
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FXAIX vs. MLVPX commentary
Apr 25, 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: 598B vs. MLVPX (342M). FXAIX pays higher dividends than MLVPX: FXAIX (1.30) vs MLVPX (0.91). FXAIX was incepted earlier than MLVPX: FXAIX (14 years) vs MLVPX (11 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 : 7.42 vs. MLVPX (-5.47). FXAIX return over 5 years is better than : 104.55 vs. MLVPX (27.56).
| 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 | 11 years | - |
| Gain YTD | -8.250 | -1.765 | 467% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 342M | 174,854% |
| Annual Yield % from dividends | 1.30 | 0.91 | 143% |
| Returns for 1 year | 7.42 | -5.47 | -136% |
| Returns for 3 years | 31.00 | -9.73 | -319% |
| Returns for 5 years | 104.55 | 27.56 | 379% |
| Returns for 10 years | 178.96 | 75.30 | 238% |
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