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FXAIX vs MLVPX
FXAIX vs MLVPX Comparison
Open Charts FXAIX vs MLVPX
MFS Low Volatility Equity R3
Price$20.09
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
FXAIX vs MLVPX Comparison Chart in %
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FXAIX vs. MLVPX 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 MLVPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVPX (345M). FXAIX pays higher dividends than MLVPX: FXAIX (1.11) vs MLVPX (0.96). FXAIX was incepted earlier than MLVPX: FXAIX (15 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 : 15.86 vs. MLVPX (-6.96). FXAIX return over 5 years is better than : 105.43 vs. MLVPX (16.45).
| FXAIX | MLVPX | FXAIX / MLVPX | |
| Total Expense Ratio | 0.01 | 0.89 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.94 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 17.628 | 9.454 | 186% |
| 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 | 0.96 | 117% |
| Returns for 1 year | 15.86 | -6.96 | -228% |
| Returns for 3 years | 79.05 | 6.82 | 1,160% |
| Returns for 5 years | 105.43 | 16.45 | 641% |
| Returns for 10 years | 272.34 | 95.06 | 286% |
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