Interact to see
Advertisement
Advertisement
FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$19.70
Change+$0.04 (+0.20%)
VolumeN/A
Net Assets357.14M
FXAIX vs MLVRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVRX commentary
Jul 26, 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 MLVRX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVRX (357M). FXAIX (1.20) 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 : 19.40 vs. MLVRX (-2.35). FXAIX return over 5 years is better than : 113.24 vs. MLVRX (27.02).
| 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 | 8.947 | 6.559 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 357M | 186,555% |
| Annual Yield % from dividends | 1.20 | 1.18 | 102% |
| Returns for 1 year | 19.40 | -2.35 | -827% |
| Returns for 3 years | 69.71 | 5.26 | 1,326% |
| Returns for 5 years | 113.24 | 27.02 | 419% |
| Returns for 10 years | 233.91 | 90.90 | 257% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers