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FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$17.85
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets339.44M
FXAIX vs MLVAX Comparison Chart in %
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FXAIX vs. MLVAX commentary
Dec 27, 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 Hold and MLVAX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MLVAX (339M). FXAIX pays higher dividends than MLVAX: FXAIX (1.11) vs MLVAX (0.94). FXAIX was incepted earlier than MLVAX: FXAIX (15 years) vs MLVAX (12 years). MLVAX (0.94) is less costly to investors than FXAIX (0.01). MLVAX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MLVAX: FXAIX (0) vs MLVAX (1000). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. MLVAX (-4.38). FXAIX return over 5 years is better than : 100.72 vs. MLVAX (0.71).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 18.942 | -3.037 | -624% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 339M | 217,994% |
| Annual Yield % from dividends | 1.11 | 0.94 | 118% |
| Returns for 1 year | 15.86 | -4.38 | -362% |
| Returns for 3 years | 87.58 | 4.62 | 1,895% |
| Returns for 5 years | 100.72 | 0.71 | 14,105% |
| Returns for 10 years | 271.79 | 64.53 | 421% |
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