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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$19.12
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVRX Comparison Chart
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FXAIX vs. MLVRX commentary
Feb 23, 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: 639B vs. MLVRX (389M). FXAIX pays higher dividends than MLVRX: FXAIX (1.31) vs MLVRX (1.05). FXAIX was incepted earlier than MLVRX: FXAIX (14 years) vs MLVRX (11 years). MLVRX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). FXAIX (0) and MLVRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 19.81 vs. MLVRX (-1.50). FXAIX return over 5 years is better than : 94.76 vs. MLVRX (12.94).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.419 | 2.740 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | 19.81 | -1.50 | -1,321% |
| Returns for 3 years | 46.26 | -1.04 | -4,453% |
| Returns for 5 years | 94.76 | 12.94 | 732% |
| Returns for 10 years | 208.81 | 86.19 | 242% |
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