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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$19.94
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets341.6M
FXAIX vs MLVTX Comparison Chart in %
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FXAIX vs. MLVTX commentary
Nov 20, 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 Hold and MLVTX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVTX (342M). MLVTX pays higher dividends than FXAIX: MLVTX (1.26) vs FXAIX (1.11). FXAIX was incepted earlier than MLVTX: FXAIX (15 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FXAIX (0.01). MLVTX is a more actively managed with annual turnover of: 25.00 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 : 14.64 vs. MLVTX (-6.25). FXAIX return over 5 years is better than : 100.37 vs. MLVTX (15.89).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | 0.01 | 0.57 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.61 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 14.677 | 8.215 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 342M | 215,497% |
| Annual Yield % from dividends | 1.11 | 1.26 | 89% |
| Returns for 1 year | 14.64 | -6.25 | -234% |
| Returns for 3 years | 75.65 | 4.70 | 1,609% |
| Returns for 5 years | 100.37 | 15.89 | 632% |
| Returns for 10 years | 251.30 | 87.15 | 288% |
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