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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$18.12
Change-$2.04 (-10.12%)
VolumeN/A
Net Assets336.27M
FXAIX vs MLVTX Comparison Chart in %
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FXAIX vs. MLVTX commentary
Feb 04, 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 MLVTX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MLVTX (336M). MLVTX pays higher dividends than FXAIX: MLVTX (1.27) vs FXAIX (1.10). FXAIX was incepted earlier than MLVTX: FXAIX (15 years) vs MLVTX (12 years). MLVTX (0.60) is less costly to investors than FXAIX (0.01). MLVTX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (3.00). FXAIX (0) and MLVTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MLVTX (-4.50). FXAIX return over 5 years is better than : 93.74 vs. MLVTX (0.83).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | 0.01 | 0.57 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.60 | 3% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 1.998 | 2.200 | 91% |
| 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 | 1.27 | 86% |
| Returns for 1 year | 17.83 | -4.50 | -397% |
| Returns for 3 years | 75.94 | 4.55 | 1,668% |
| Returns for 5 years | 93.74 | 0.83 | 11,360% |
| Returns for 10 years | 310.97 | 80.20 | 388% |
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