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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$18.01
Change-$2.04 (-10.17%)
VolumeN/A
Net Assets336.27M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX 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 MLVMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVMX (336M). FXAIX pays higher dividends than MLVMX: FXAIX (1.10) vs MLVMX (0.28). FXAIX was incepted earlier than MLVMX: FXAIX (15 years) vs MLVMX (12 years). MLVMX (1.68) is less costly to investors than FXAIX (0.01). MLVMX is a more actively managed with annual turnover of: 23.00 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 : 17.83 vs. MLVMX (-5.57). FXAIX return over 5 years is better than : 93.74 vs. MLVMX (-3.52).
| FXAIX | MLVMX | FXAIX / MLVMX | |
| Total Expense Ratio | 0.01 | 1.64 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.68 | 1% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.098 | 95% |
| 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 | 0.28 | 387% |
| Returns for 1 year | 17.83 | -5.57 | -320% |
| Returns for 3 years | 75.94 | 1.09 | 6,938% |
| Returns for 5 years | 93.74 | -3.52 | -2,665% |
| Returns for 10 years | 310.97 | 65.94 | 472% |
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