Interact to see
Advertisement
Advertisement
FXAIX vs MLVAX
FXAIX vs MLVAX Comparison
Open Charts FXAIX vs MLVAX
MFS Low Volatility Equity A
Price$18.05
Change-$2.04 (-10.15%)
VolumeN/A
Net Assets336.27M
FXAIX vs MLVAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MLVAX commentary
Feb 05, 2026
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 MLVAX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVAX (336M). FXAIX pays higher dividends than MLVAX: FXAIX (1.10) vs MLVAX (0.96). FXAIX was incepted earlier than MLVAX: FXAIX (15 years) vs MLVAX (12 years). MLVAX (0.93) 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 : 17.83 vs. MLVAX (-4.83). FXAIX return over 5 years is better than : 93.74 vs. MLVAX (-0.61).
| FXAIX | MLVAX | FXAIX / MLVAX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.93 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.151 | 93% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 336M | 224,107% |
| Annual Yield % from dividends | 1.10 | 0.96 | 114% |
| Returns for 1 year | 17.83 | -4.83 | -369% |
| Returns for 3 years | 75.94 | 3.36 | 2,262% |
| Returns for 5 years | 93.74 | -0.61 | -15,309% |
| Returns for 10 years | 310.97 | 75.14 | 414% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers