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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$18.58
Change-$0.09 (-0.48%)
VolumeN/A
CapitalizationN/A
FXAIX vs MLVTX Comparison Chart
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FXAIX vs. MLVTX commentary
Jan 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MLVTX (396M). 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 : 28.48 vs. MLVTX (2.64). FXAIX return over 5 years is better than : 98.74 vs. MLVTX (15.47).
| 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 | 1.043 | 0.269 | 388% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 396M | 156,313% |
| Annual Yield % from dividends | 1.31 | 1.13 | 116% |
| Returns for 1 year | 28.48 | 2.64 | 1,081% |
| Returns for 3 years | 29.84 | -12.88 | -232% |
| Returns for 5 years | 98.74 | 15.47 | 638% |
| Returns for 10 years | 222.75 | 83.18 | 268% |
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