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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$19.14
Change-$0.16 (-0.83%)
VolumeN/A
Net Assets388.65M
FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
Feb 23, 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 StrongBuy and MLVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MLVTX (389M). FXAIX pays higher dividends than MLVTX: FXAIX (1.31) vs MLVTX (1.13). FXAIX was incepted earlier than MLVTX: FXAIX (14 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 : 19.81 vs. MLVTX (-1.37). FXAIX return over 5 years is better than : 94.76 vs. MLVTX (12.16).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 2.419 | 2.793 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 389M | 164,267% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 19.81 | -1.37 | -1,445% |
| Returns for 3 years | 46.26 | -1.89 | -2,452% |
| Returns for 5 years | 94.76 | 12.16 | 779% |
| Returns for 10 years | 208.81 | 80.68 | 259% |
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