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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$18.10
Change-$2.04 (-10.13%)
VolumeN/A
Net Assets336.27M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX 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 MLVRX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVRX (336M). MLVRX pays higher dividends than FXAIX: MLVRX (1.18) vs FXAIX (1.10). FXAIX was incepted earlier than MLVRX: FXAIX (15 years) vs MLVRX (12 years). MLVRX (0.68) is less costly to investors than FXAIX (0.01). MLVRX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX (0) and MLVRX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MLVRX (-4.59). FXAIX return over 5 years is better than : 93.74 vs. MLVRX (1.51).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.68 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.144 | 93% |
| 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 | 1.18 | 93% |
| Returns for 1 year | 17.83 | -4.59 | -388% |
| Returns for 3 years | 75.94 | 4.16 | 1,826% |
| Returns for 5 years | 93.74 | 1.51 | 6,221% |
| Returns for 10 years | 310.97 | 83.54 | 372% |
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