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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$21.51
Change-$0.01 (-0.05%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MLVRX Comparison Chart
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FXAIX vs. MLVRX commentary
Sep 21, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. MLVRX (426M). FXAIX pays higher dividends than MLVRX: FXAIX (1.31) vs MLVRX (1.05). FXAIX was incepted earlier than MLVRX: FXAIX (13 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 : 33.63 vs. MLVRX (19.10). FXAIX return over 5 years is better than : 104.21 vs. MLVRX (38.08).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 20.776 | 17.002 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 426M | 137,324% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | 33.63 | 19.10 | 176% |
| Returns for 3 years | 37.19 | 1.82 | 2,044% |
| Returns for 5 years | 104.21 | 38.08 | 274% |
| Returns for 10 years | 212.82 | 126.84 | 168% |
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