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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$17.89
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets339.11M
FXAIX vs MLVHX Comparison Chart in %
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FXAIX vs. MLVHX 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 MLVHX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MLVHX (339M). MLVHX (1.16) and FXAIX (1.11) have matching dividends . FXAIX was incepted earlier than MLVHX: FXAIX (15 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: 23.00 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 : 15.86 vs. MLVHX (-4.30). FXAIX return over 5 years is better than : 100.72 vs. MLVHX (1.69).
| FXAIX | MLVHX | FXAIX / MLVHX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 18.942 | -2.860 | -662% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 339M | 217,994% |
| Annual Yield % from dividends | 1.11 | 1.16 | 96% |
| Returns for 1 year | 15.86 | -4.30 | -369% |
| Returns for 3 years | 87.58 | 5.25 | 1,667% |
| Returns for 5 years | 100.72 | 1.69 | 5,972% |
| Returns for 10 years | 271.79 | 66.41 | 409% |
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