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FXAIX vs MIRTX
FXAIX vs MIRTX Comparison
Open Charts FXAIX vs MIRTX
MFS Massachusetts Investors Tr R2
Price$33.42
Change+$0.27 (+0.81%)
VolumeN/A
CapitalizationN/A
FXAIX vs MIRTX Comparison Chart
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FXAIX vs. MIRTX commentary
Dec 26, 2024
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 StrongBuy and MIRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MIRTX (6.95B). FXAIX pays higher dividends than MIRTX: FXAIX (1.31) vs MIRTX (0.57). FXAIX was incepted earlier than MIRTX: FXAIX (14 years) vs MIRTX (21 years). MIRTX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and MIRTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 28.79 vs. MIRTX (6.08). FXAIX return over 5 years is better than : 101.69 vs. MIRTX (10.48).
| FXAIX | MIRTX | FXAIX / MIRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 28.345 | 5.675 | 499% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 632B | 6.95B | 9,099% |
| Annual Yield % from dividends | 1.31 | 0.57 | 232% |
| Returns for 1 year | 28.79 | 6.08 | 474% |
| Returns for 3 years | 33.85 | -11.91 | -284% |
| Returns for 5 years | 101.69 | 10.48 | 970% |
| Returns for 10 years | 214.57 | 25.91 | 828% |
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