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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$20.03
Change+$0.07 (+0.35%)
VolumeN/A
Net Assets352.86M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX commentary
Sep 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. MLVPX (353M). FXAIX pays higher dividends than MLVPX: FXAIX (1.16) vs MLVPX (0.94). 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 : 18.77 vs. MLVPX (-6.29). FXAIX return over 5 years is better than : 114.32 vs. MLVPX (23.28).
| 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 | 13.362 | 7.571 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 353M | 197,167% |
| Annual Yield % from dividends | 1.16 | 0.94 | 124% |
| Returns for 1 year | 18.77 | -6.29 | -299% |
| Returns for 3 years | 78.26 | 7.25 | 1,079% |
| Returns for 5 years | 114.32 | 23.28 | 491% |
| Returns for 10 years | 270.04 | 97.83 | 276% |
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