MLVHX vs. FXAIX

In the year-to-date period, MLVHX achieves a 3.57% return, which is significantly higher than FXAIX's 1.34% return. Over the past 10 years, MLVHX has underperformed FXAIX with an annualized return of 10.57%, while FXAIX has yielded a comparatively higher 12.68% annualized return.

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MLVHX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

This table presents a comparison of risk-adjusted performance metrics for MFS Low Volatility Equity Fund (MLVHX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.

The current MLVHX Sharpe Ratio is 0.70, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of MLVHX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

MLVHX's dividend yield for the trailing twelve months is around 13.15%, more than FXAIX's 1.55% yield.

The maximum MLVHX drawdown since its inception was -34.15%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for MLVHX and FXAIX.

The current volatility for MFS Low Volatility Equity Fund (MLVHX) is 3.55%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that MLVHX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.