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FXAIX vs MLVRX
FXAIX vs MLVRX Comparison
Open Charts FXAIX vs MLVRX
MFS Low Volatility Equity R4
Price$18.06
Change+$0.12 (+0.67%)
VolumeN/A
Net Assets339.04M
FXAIX vs MLVRX Comparison Chart in %
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FXAIX vs. MLVRX commentary
Jan 15, 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 Hold and MLVRX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 740B vs. MLVRX (339M). MLVRX pays higher dividends than FXAIX: MLVRX (1.20) vs FXAIX (1.11). 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 : 20.68 vs. MLVRX (-1.52). FXAIX return over 5 years is better than : 98.73 vs. MLVRX (3.59).
| 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 | 1.775 | 1.919 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 740B | 339M | 218,289% |
| Annual Yield % from dividends | 1.11 | 1.20 | 93% |
| Returns for 1 year | 20.68 | -1.52 | -1,356% |
| Returns for 3 years | 81.68 | 4.22 | 1,936% |
| Returns for 5 years | 98.73 | 3.59 | 2,747% |
| Returns for 10 years | 310.44 | 85.63 | 363% |
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