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FXAIX vs MLVTX
FXAIX vs MLVTX Comparison
Open Charts FXAIX vs MLVTX
MFS Low Volatility Equity R6
Price$20.05
Change-$0.18 (-0.89%)
VolumeN/A
Net Assets344.51M
FXAIX vs MLVTX Comparison Chart in %
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FXAIX vs. MLVTX 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 MLVTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. MLVTX (345M). MLVTX pays higher dividends than FXAIX: MLVTX (1.26) vs FXAIX (1.11). FXAIX was incepted earlier than MLVTX: FXAIX (15 years) vs MLVTX (12 years). MLVTX (0.61) is less costly to investors than FXAIX (0.01). MLVTX is a more actively managed with annual turnover of: 25.00 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 : 15.86 vs. MLVTX (-6.71). FXAIX return over 5 years is better than : 105.43 vs. MLVTX (16.93).
| FXAIX | MLVTX | FXAIX / MLVTX | |
| Total Expense Ratio | 0.01 | 0.57 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.61 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 17.628 | 9.789 | 180% |
| 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 | 1.26 | 89% |
| Returns for 1 year | 15.86 | -6.71 | -236% |
| Returns for 3 years | 79.05 | 7.48 | 1,057% |
| Returns for 5 years | 105.43 | 16.93 | 623% |
| Returns for 10 years | 272.34 | 95.67 | 285% |
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