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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$18.92
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets350.1M
FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
May 25, 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 MLVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MLVTX (350M). FXAIX pays higher dividends than MLVTX: FXAIX (1.34) vs MLVTX (1.25). FXAIX was incepted earlier than MLVTX: FXAIX (14 years) vs MLVTX (11 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 (2.00). FXAIX (0) and MLVTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 11.62 vs. MLVTX (-4.96). FXAIX return over 5 years is better than : 111.75 vs. MLVTX (29.66).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | 0.01 | 0.57 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.61 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -0.841 | 1.965 | -43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 350M | 169,714% |
| Annual Yield % from dividends | 1.34 | 1.25 | 107% |
| Returns for 1 year | 11.62 | -4.96 | -234% |
| Returns for 3 years | 54.07 | 0.03 | 207,675% |
| Returns for 5 years | 111.75 | 29.66 | 377% |
| Returns for 10 years | 201.48 | 80.15 | 251% |
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