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FXAIX vs MLVHX
FXAIX vs MLVHX Comparison
Open Charts FXAIX vs MLVHX
MFS Low Volatility Equity I
Price$18.09
Change-$2.04 (-10.13%)
VolumeN/A
Net Assets336.27M
FXAIX vs MLVHX Comparison Chart in %
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FXAIX vs. MLVHX 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 MLVHX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVHX (336M). MLVHX pays higher dividends than FXAIX: MLVHX (1.20) vs FXAIX (1.10). FXAIX was incepted earlier than MLVHX: FXAIX (15 years) vs MLVHX (12 years). MLVHX (0.68) 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 : 17.83 vs. MLVHX (-4.58). FXAIX return over 5 years is better than : 93.74 vs. MLVHX (0.42).
| FXAIX | MLVHX | FXAIX / MLVHX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.68 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.146 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 336M | 224,107% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 17.83 | -4.58 | -389% |
| Returns for 3 years | 75.94 | 4.23 | 1,794% |
| Returns for 5 years | 93.74 | 0.42 | 22,189% |
| Returns for 10 years | 310.97 | 78.86 | 394% |
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