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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$19.58
Change+$0.11 (+0.56%)
VolumeN/A
Net Assets357.95M
FXAIX vs MLVTX Comparison Chart in %
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FXAIX vs. MLVTX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. MLVTX (358M). MLVTX pays higher dividends than FXAIX: MLVTX (1.27) vs FXAIX (1.20). FXAIX was incepted earlier than MLVTX: FXAIX (14 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 (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 : 14.92 vs. MLVTX (-1.40). FXAIX return over 5 years is better than : 116.25 vs. MLVTX (29.36).
| 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 | 12 years | - |
| Gain YTD | 7.467 | 5.915 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 666B | 358M | 186,034% |
| Annual Yield % from dividends | 1.20 | 1.27 | 94% |
| Returns for 1 year | 14.92 | -1.40 | -1,068% |
| Returns for 3 years | 71.72 | 4.93 | 1,456% |
| Returns for 5 years | 116.25 | 29.36 | 396% |
| Returns for 10 years | 233.53 | 88.77 | 263% |
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