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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$17.90
Change+$0.06 (+0.34%)
VolumeN/A
Net Assets339.44M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX commentary
Dec 26, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MLVRX (339M). MLVRX (1.14) 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: 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 : 15.48 vs. MLVRX (-4.27). FXAIX return over 5 years is better than : 100.07 vs. MLVRX (2.78).
| 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 | 18.557 | -2.877 | -645% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 339M | 217,994% |
| Annual Yield % from dividends | 1.11 | 1.14 | 97% |
| Returns for 1 year | 15.48 | -4.27 | -363% |
| Returns for 3 years | 86.97 | 5.36 | 1,623% |
| Returns for 5 years | 100.07 | 2.78 | 3,596% |
| Returns for 10 years | 270.59 | 72.06 | 375% |
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