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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$20.04
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets355.58M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX commentary
Sep 06, 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: 696B vs. MLVRX (356M). FXAIX (1.16) and MLVRX (1.15) 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 : 19.68 vs. MLVRX (-4.41). FXAIX return over 5 years is better than : 104.31 vs. MLVRX (23.56).
| 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 | 11.505 | 8.398 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 696B | 356M | 195,506% |
| Annual Yield % from dividends | 1.16 | 1.15 | 101% |
| Returns for 1 year | 19.68 | -4.41 | -447% |
| Returns for 3 years | 73.88 | 7.52 | 983% |
| Returns for 5 years | 104.31 | 23.56 | 443% |
| Returns for 10 years | 262.15 | 103.25 | 254% |
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