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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$21.02
Change-$0.22 (-1.04%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
Sep 08, 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 Buy and MLVTX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. MLVTX (418M). FXAIX pays higher dividends than MLVTX: FXAIX (1.31) vs MLVTX (1.13). FXAIX was incepted earlier than MLVTX: FXAIX (13 years) vs MLVTX (11 years). MLVTX is a more actively managed with annual turnover of: 39.00 vs. FXAIX (3.00). FXAIX (0) and MLVTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 25.04 vs. MLVTX (16.63). FXAIX return over 5 years is better than : 97.96 vs. MLVTX (34.69).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.471 | 15.512 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 418M | 139,952% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 25.04 | 16.63 | 151% |
| Returns for 3 years | 27.08 | -4.33 | -626% |
| Returns for 5 years | 97.96 | 34.69 | 282% |
| Returns for 10 years | 199.05 | 114.25 | 174% |
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