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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$17.80
Change-$0.37 (-2.04%)
VolumeN/A
Net Assets340.56M
FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
Apr 11, 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: 598B vs. MLVTX (341M). FXAIX pays higher dividends than MLVTX: FXAIX (1.30) vs MLVTX (1.23). 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 : -3.10 vs. MLVTX (-5.83). FXAIX return over 5 years is better than : 92.75 vs. MLVTX (27.43).
| 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 | -15.000 | -2.076 | 722% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 341M | 175,367% |
| Annual Yield % from dividends | 1.30 | 1.23 | 106% |
| Returns for 1 year | -3.10 | -5.83 | 53% |
| Returns for 3 years | 16.20 | -11.74 | -138% |
| Returns for 5 years | 92.75 | 27.43 | 338% |
| Returns for 10 years | 159.34 | 73.46 | 217% |
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