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FXAIX vs MITDX
FXAIX vs MITDX Comparison
Open Charts FXAIX vs MITDX
MFS Massachusetts Investors Tr R4
Price$38.97
Change-$0.57 (-1.44%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MITDX Comparison Chart
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FXAIX vs. MITDX commentary
Sep 08, 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 Buy and MITDX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. MITDX (6.71B). FXAIX pays higher dividends than MITDX: FXAIX (1.31) vs MITDX (0.92). FXAIX was incepted earlier than MITDX: FXAIX (13 years) vs MITDX (19 years). MITDX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and MITDX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 25.04 vs. MITDX (11.67). FXAIX return over 5 years is better than : 97.96 vs. MITDX (24.62).
| FXAIX | MITDX | FXAIX / MITDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 16.471 | 13.754 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 6.71B | 8,724% |
| Annual Yield % from dividends | 1.31 | 0.92 | 142% |
| Returns for 1 year | 25.04 | 11.67 | 215% |
| Returns for 3 years | 27.08 | -8.17 | -332% |
| Returns for 5 years | 97.96 | 24.62 | 398% |
| Returns for 10 years | 199.05 | 48.67 | 409% |