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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$18.41
Change+$0.23 (+1.27%)
VolumeN/A
Net Assets340.87M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX commentary
Feb 09, 2026
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 Hold and MLVRX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVRX (341M). MLVRX pays higher dividends than FXAIX: MLVRX (1.18) vs FXAIX (1.10). FXAIX was incepted earlier than MLVRX: FXAIX (15 years) vs MLVRX (12 years). MLVRX (0.68) is less costly to investors than FXAIX (0.01). MLVRX is a more actively managed with annual turnover of: 23.00 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 : 15.37 vs. MLVRX (-3.21). FXAIX return over 5 years is better than : 91.75 vs. MLVRX (2.92).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.68 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.359 | 3.894 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 341M | 220,821% |
| Annual Yield % from dividends | 1.10 | 1.18 | 93% |
| Returns for 1 year | 15.37 | -3.21 | -479% |
| Returns for 3 years | 73.67 | 5.18 | 1,421% |
| Returns for 5 years | 91.75 | 2.92 | 3,145% |
| Returns for 10 years | 314.41 | 87.69 | 359% |
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