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FXAIX vs MLVMX
FXAIX vs MLVMX Comparison
Open Charts FXAIX vs MLVMX
MFS Low Volatility Equity R1
Price$19.93
Change-$0.17 (-0.85%)
VolumeN/A
Net Assets344.51M
FXAIX vs MLVMX Comparison Chart in %
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FXAIX vs. MLVMX commentary
Nov 14, 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: 737B vs. MLVMX (345M). FXAIX pays higher dividends than MLVMX: FXAIX (1.11) vs MLVMX (0.31). 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 : 15.91 vs. MLVMX (-8.55). FXAIX return over 5 years is better than : 105.56 vs. MLVMX (11.00).
| 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 | 17.707 | 7.824 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 345M | 213,623% |
| Annual Yield % from dividends | 1.11 | 0.31 | 357% |
| Returns for 1 year | 15.91 | -8.55 | -186% |
| Returns for 3 years | 80.75 | 3.87 | 2,089% |
| Returns for 5 years | 105.56 | 11.00 | 960% |
| Returns for 10 years | 267.09 | 76.42 | 350% |
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