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FXAIX vs MLVGX
FXAIX vs MLVGX Comparison
Open Charts FXAIX vs MLVGX
MFS Low Volatility Equity C
Price$17.69
Change+$0.05 (+0.28%)
VolumeN/A
Net Assets339.44M
FXAIX vs MLVGX Comparison Chart in %
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FXAIX vs. MLVGX commentary
Dec 26, 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 MLVGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MLVGX (339M). FXAIX pays higher dividends than MLVGX: FXAIX (1.11) vs MLVGX (0.27). FXAIX was incepted earlier than MLVGX: FXAIX (15 years) vs MLVGX (12 years). MLVGX (1.69) is less costly to investors than FXAIX (0.01). MLVGX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MLVGX: FXAIX (0) vs MLVGX (1000). FXAIX annual gain was more profitable for investors over the last year : 15.48 vs. MLVGX (-5.05). FXAIX return over 5 years is better than : 100.07 vs. MLVGX (-2.40).
| FXAIX | MLVGX | FXAIX / MLVGX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.69 | 1% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 18.557 | -3.706 | -501% |
| Front Load | N/A | N/A | - |
| 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 | 0.27 | 411% |
| Returns for 1 year | 15.48 | -5.05 | -307% |
| Returns for 3 years | 86.97 | 2.26 | 3,849% |
| Returns for 5 years | 100.07 | -2.40 | -4,172% |
| Returns for 10 years | 270.59 | 54.63 | 495% |
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