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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$19.35
Change+$0.15 (+0.78%)
VolumeN/A
Net Assets349.34M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVPX (349M). FXAIX pays higher dividends than MLVPX: FXAIX (1.20) 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 : 11.62 vs. MLVPX (-7.45). FXAIX return over 5 years is better than : 108.65 vs. MLVPX (21.98).
| 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 | 6.887 | 3.475 | 198% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 349M | 190,831% |
| Annual Yield % from dividends | 1.20 | 0.96 | 125% |
| Returns for 1 year | 11.62 | -7.45 | -156% |
| Returns for 3 years | 69.03 | 2.69 | 2,571% |
| Returns for 5 years | 108.65 | 21.98 | 494% |
| Returns for 10 years | 222.53 | 79.94 | 278% |
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