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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$19.15
Change-$0.25 (-1.29%)
VolumeN/A
Net Assets351.79M
FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
Jun 15, 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: 634B vs. MLVTX (352M). FXAIX (1.26) and MLVTX (1.21) have matching dividends . 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 : 11.47 vs. MLVTX (-3.70). FXAIX return over 5 years is better than : 111.88 vs. MLVTX (28.55).
| 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 | 2.225 | 3.205 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 634B | 352M | 180,114% |
| Annual Yield % from dividends | 1.26 | 1.21 | 104% |
| Returns for 1 year | 11.47 | -3.70 | -310% |
| Returns for 3 years | 67.38 | 7.02 | 960% |
| Returns for 5 years | 111.88 | 28.55 | 392% |
| Returns for 10 years | 211.56 | 82.82 | 255% |
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