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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$18.05
Change+$0.26 (+1.46%)
VolumeN/A
Net Assets333.76M
FXAIX vs MLVRX Comparison Chart
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FXAIX vs. MLVRX commentary
Apr 12, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MLVRX (334M). FXAIX pays higher dividends than MLVRX: FXAIX (1.30) vs MLVRX (1.13). FXAIX was incepted earlier than MLVRX: FXAIX (14 years) vs MLVRX (11 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 : 2.68 vs. MLVRX (-7.70). FXAIX return over 5 years is better than : 103.82 vs. MLVRX (25.76).
| 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 | 11 years | - |
| Gain YTD | -10.117 | -4.109 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 334M | 179,042% |
| Annual Yield % from dividends | 1.30 | 1.13 | 115% |
| Returns for 1 year | 2.68 | -7.70 | -35% |
| Returns for 3 years | 25.42 | -12.47 | -204% |
| Returns for 5 years | 103.82 | 25.76 | 403% |
| Returns for 10 years | 175.06 | 74.28 | 236% |