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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$20.04
Change-$0.17 (-0.84%)
VolumeN/A
Net Assets344.51M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX 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 MLVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVRX (345M). MLVRX (1.17) and FXAIX (1.11) have matching dividends . FXAIX was incepted earlier than MLVRX: FXAIX (15 years) vs MLVRX (12 years). MLVRX (0.69) is less costly to investors than FXAIX (0.01). MLVRX is a more actively managed with annual turnover of: 25.00 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 : 15.86 vs. MLVRX (-6.81). FXAIX return over 5 years is better than : 105.43 vs. MLVRX (17.73).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 17.628 | 9.657 | 183% |
| 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 | 1.17 | 95% |
| Returns for 1 year | 15.86 | -6.81 | -233% |
| Returns for 3 years | 79.05 | 7.50 | 1,054% |
| Returns for 5 years | 105.43 | 17.73 | 594% |
| Returns for 10 years | 272.34 | 99.68 | 273% |
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