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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$20.12
Change+$0.17 (+0.85%)
VolumeN/A
Net Assets350.23M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX 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 MLVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. MLVRX (350M). MLVRX (1.15) and FXAIX (1.12) have matching dividends . FXAIX was incepted earlier than MLVRX: FXAIX (14 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 : 15.54 vs. MLVRX (-6.63). FXAIX return over 5 years is better than : 105.92 vs. MLVRX (20.94).
| FXAIX | MLVRX | FXAIX / MLVRX | |
| Total Expense Ratio | 0.01 | 0.64 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.69 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 14.435 | 9.169 | 157% |
| 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 | 1.15 | 98% |
| Returns for 1 year | 15.54 | -6.63 | -235% |
| Returns for 3 years | 87.16 | 12.81 | 680% |
| Returns for 5 years | 105.92 | 20.94 | 506% |
| Returns for 10 years | 261.52 | 97.93 | 267% |
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