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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$20.21
Change+$0.09 (+0.45%)
VolumeN/A
Net Assets345.31M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX commentary
Dec 05, 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 StrongBuy and MLVMX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MLVMX (345M). FXAIX pays higher dividends than MLVMX: FXAIX (1.11) vs MLVMX (0.30). FXAIX was incepted earlier than MLVMX: FXAIX (15 years) vs MLVMX (12 years). MLVMX (1.69) is less costly to investors than FXAIX (0.01). MLVMX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MLVMX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 14.65 vs. MLVMX (-7.39). FXAIX return over 5 years is better than : 99.16 vs. MLVMX (11.21).
| FXAIX | MLVMX | FXAIX / MLVMX | |
| 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 | 17.801 | 9.339 | 191% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 345M | 214,203% |
| Annual Yield % from dividends | 1.11 | 0.30 | 365% |
| Returns for 1 year | 14.65 | -7.39 | -198% |
| Returns for 3 years | 75.57 | 0.14 | 53,544% |
| Returns for 5 years | 99.16 | 11.21 | 885% |
| Returns for 10 years | 260.14 | 75.72 | 344% |
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