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FXAIX vs MITBX
FXAIX vs MITBX Comparison
Open Charts FXAIX vs MITBX
MFS Massachusetts Investors Tr B
Price$29.92
Change-$1.76 (-5.56%)
VolumeN/A
Net Assets6.21B
FXAIX vs MITBX Comparison Chart
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FXAIX vs. MITBX commentary
Apr 05, 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 MITBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MITBX (6.21B). FXAIX pays higher dividends than MITBX: FXAIX (1.30) vs MITBX (0.00). FXAIX was incepted earlier than MITBX: FXAIX (14 years) vs MITBX (32 years). MITBX (1.46) is less costly to investors than FXAIX (0.01). MITBX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than MITBX: FXAIX (0) vs MITBX (1000). FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. MITBX (-7.54). FXAIX return over 5 years is better than : 146.07 vs. MITBX (36.26).
| FXAIX | MITBX | FXAIX / MITBX | |
| Total Expense Ratio | 0.01 | 1.46 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.46 | 1% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -3.262 | -1.991 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 6.21B | 9,630% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 10.29 | -7.54 | -136% |
| Returns for 3 years | 29.57 | -12.33 | -240% |
| Returns for 5 years | 146.07 | 36.26 | 403% |
| Returns for 10 years | 197.24 | 15.93 | 1,238% |
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