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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$18.23
Change+$0.07 (+0.39%)
VolumeN/A
Net Assets336.82M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX 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 MLVPX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVPX (337M). FXAIX pays higher dividends than MLVPX: FXAIX (1.10) vs MLVPX (0.95). FXAIX was incepted earlier than MLVPX: FXAIX (15 years) vs MLVPX (12 years). MLVPX (0.93) is less costly to investors than FXAIX (0.01). MLVPX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX (0) and MLVPX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MLVPX (-4.75). FXAIX return over 5 years is better than : 93.74 vs. MLVPX (0.41).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.93 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.137 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 337M | 223,442% |
| Annual Yield % from dividends | 1.10 | 0.95 | 115% |
| Returns for 1 year | 17.83 | -4.75 | -375% |
| Returns for 3 years | 75.94 | 3.57 | 2,129% |
| Returns for 5 years | 93.74 | 0.41 | 22,612% |
| Returns for 10 years | 310.97 | 79.40 | 392% |
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