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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$20.11
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
FXAIX vs MLVHX Comparison Chart in %
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FXAIX vs. MLVHX commentary
Oct 19, 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 MLVHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MLVHX (350M). MLVHX (1.17) and FXAIX (1.12) have matching dividends . FXAIX was incepted earlier than MLVHX: FXAIX (14 years) vs MLVHX (12 years). MLVHX (0.69) is less costly to investors than FXAIX (0.01). MLVHX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MLVHX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. MLVHX (-6.61). FXAIX return over 5 years is better than : 105.92 vs. MLVHX (19.73).
| FXAIX | MLVHX | FXAIX / MLVHX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 14.435 | 9.195 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 350M | 206,571% |
| Annual Yield % from dividends | 1.12 | 1.17 | 96% |
| Returns for 1 year | 15.54 | -6.61 | -235% |
| Returns for 3 years | 87.16 | 12.49 | 698% |
| Returns for 5 years | 105.92 | 19.73 | 537% |
| Returns for 10 years | 261.52 | 92.43 | 283% |
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