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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$19.70
Change-$0.03 (-0.15%)
VolumeN/A
Net Assets353.13M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX commentary
Aug 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 StrongBuy and MLVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. MLVRX (353M). FXAIX (1.19) and MLVRX (1.18) have matching dividends . FXAIX was incepted earlier than MLVRX: FXAIX (14 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FXAIX (0.01). MLVRX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX (0) and MLVRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.86 vs. MLVRX (-4.31). FXAIX return over 5 years is better than : 105.99 vs. MLVRX (22.97).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 10.514 | 6.559 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 682B | 353M | 193,201% |
| Annual Yield % from dividends | 1.19 | 1.18 | 101% |
| Returns for 1 year | 17.86 | -4.31 | -414% |
| Returns for 3 years | 56.63 | -1.83 | -3,093% |
| Returns for 5 years | 105.99 | 22.97 | 461% |
| Returns for 10 years | 237.48 | 88.00 | 270% |
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