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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$20.02
Change+$0.16 (+0.81%)
VolumeN/A
Net Assets350.23M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX 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 MLVMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MLVMX (350M). FXAIX pays higher dividends than MLVMX: FXAIX (1.12) vs MLVMX (0.31). FXAIX was incepted earlier than MLVMX: FXAIX (14 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 : 15.54 vs. MLVMX (-7.59). FXAIX return over 5 years is better than : 105.92 vs. MLVMX (14.99).
| FXAIX | MLVMX | FXAIX / MLVMX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.69 | 1% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 14.435 | 8.311 | 174% |
| 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 | 0.31 | 366% |
| Returns for 1 year | 15.54 | -7.59 | -205% |
| Returns for 3 years | 87.16 | 9.43 | 924% |
| Returns for 5 years | 105.92 | 14.99 | 707% |
| Returns for 10 years | 261.52 | 78.91 | 331% |
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