Interact to see
Advertisement
Advertisement
FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$19.13
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets356.55M
FXAIX vs MLVRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVRX commentary
Jun 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. MLVRX (357M). FXAIX pays higher dividends than MLVRX: FXAIX (1.26) vs MLVRX (1.12). 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 : 12.73 vs. MLVRX (-3.85). FXAIX return over 5 years is better than : 114.26 vs. MLVRX (29.43).
| 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 | 3.375 | 3.113 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 357M | 177,591% |
| Annual Yield % from dividends | 1.26 | 1.12 | 112% |
| Returns for 1 year | 12.73 | -3.85 | -330% |
| Returns for 3 years | 69.26 | 7.69 | 901% |
| Returns for 5 years | 114.26 | 29.43 | 388% |
| Returns for 10 years | 215.06 | 87.73 | 245% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers