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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$18.73
Change+$0.13 (+0.70%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVRX Comparison Chart
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FXAIX vs. MLVRX commentary
Dec 23, 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 StrongBuy and MLVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MLVRX (397M). FXAIX pays higher dividends than MLVRX: FXAIX (1.31) vs MLVRX (1.05). FXAIX was incepted earlier than MLVRX: FXAIX (14 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 : 26.66 vs. MLVRX (3.79). FXAIX return over 5 years is better than : 99.23 vs. MLVRX (17.04).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 26.019 | 2.496 | 1,042% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 397M | 159,194% |
| Annual Yield % from dividends | 1.31 | 1.05 | 125% |
| Returns for 1 year | 26.66 | 3.79 | 704% |
| Returns for 3 years | 33.60 | -10.08 | -333% |
| Returns for 5 years | 99.23 | 17.04 | 582% |
| Returns for 10 years | 209.84 | 84.30 | 249% |
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