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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$19.00
Change-$0.24 (-1.25%)
VolumeN/A
Net Assets357.13M
FXAIX vs MLVRX Comparison Chart
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FXAIX vs. MLVRX commentary
May 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 Buy and MLVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVRX (357M). FXAIX pays higher dividends than MLVRX: FXAIX (1.34) vs MLVRX (1.15). 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 : 13.10 vs. MLVRX (-5.35). FXAIX return over 5 years is better than : 116.74 vs. MLVRX (31.24).
| 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 | 1.498 | 2.413 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 357M | 166,387% |
| Annual Yield % from dividends | 1.34 | 1.15 | 116% |
| Returns for 1 year | 13.10 | -5.35 | -245% |
| Returns for 3 years | 59.34 | 2.87 | 2,065% |
| Returns for 5 years | 116.74 | 31.24 | 374% |
| Returns for 10 years | 205.44 | 84.38 | 243% |
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