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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$20.17
Change+$0.16 (+0.80%)
VolumeN/A
Net Assets350.23M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX 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 MLVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MLVPX (350M). FXAIX pays higher dividends than MLVPX: FXAIX (1.12) vs MLVPX (0.94). FXAIX was incepted earlier than MLVPX: FXAIX (14 years) vs MLVPX (12 years). MLVPX (0.94) is less costly to investors than FXAIX (0.01). MLVPX is a more actively managed with annual turnover of: 25.00 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 : 14.93 vs. MLVPX (-6.83). FXAIX return over 5 years is better than : 104.83 vs. MLVPX (19.62).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 13.832 | 8.967 | 154% |
| 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 | 0.94 | 119% |
| Returns for 1 year | 14.93 | -6.83 | -219% |
| Returns for 3 years | 86.18 | 12.09 | 713% |
| Returns for 5 years | 104.83 | 19.62 | 534% |
| Returns for 10 years | 259.62 | 93.35 | 278% |
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