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FXAIX vs MLVBX
FXAIX vs MLVBX Comparison
Open Charts FXAIX vs MLVBX
MFS Low Volatility Equity B
Price$18.02
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets338.29M
FXAIX vs MLVBX Comparison Chart in %
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FXAIX vs. MLVBX commentary
Feb 04, 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 MLVBX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVBX (338M). FXAIX pays higher dividends than MLVBX: FXAIX (1.10) vs MLVBX (0.19). FXAIX was incepted earlier than MLVBX: FXAIX (15 years) vs MLVBX (12 years). MLVBX (1.68) is less costly to investors than FXAIX (0.01). MLVBX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MLVBX: FXAIX (0) vs MLVBX (1000). FXAIX annual gain was more profitable for investors over the last year : 16.31 vs. MLVBX (-5.04). FXAIX return over 5 years is better than : 94.81 vs. MLVBX (-2.12).
| FXAIX | MLVBX | FXAIX / MLVBX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.68 | 1% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.447 | 2.663 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 338M | 222,781% |
| Annual Yield % from dividends | 1.10 | 0.19 | 583% |
| Returns for 1 year | 16.31 | -5.04 | -324% |
| Returns for 3 years | 74.99 | 1.65 | 4,535% |
| Returns for 5 years | 94.81 | -2.12 | -4,473% |
| Returns for 10 years | 308.75 | 65.90 | 468% |
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