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FXAIX vs MITDX
FXAIX vs MITDX Comparison
Open Charts FXAIX vs MITDX
MFS Massachusetts Investors Tr R4
Price$37.29
Change+$0.35 (+0.95%)
VolumeN/A
Net Assets6.91B
FXAIX vs MITDX Comparison Chart
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FXAIX vs. MITDX commentary
Jan 19, 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 MITDX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MITDX (6.91B). FXAIX pays higher dividends than MITDX: FXAIX (1.31) vs MITDX (0.92). FXAIX was incepted earlier than MITDX: FXAIX (14 years) vs MITDX (20 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 : 27.15 vs. MITDX (7.74). FXAIX return over 5 years is better than : 94.81 vs. MITDX (13.98).
| FXAIX | MITDX | FXAIX / MITDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 2.013 | 2.220 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 619B | 6.91B | 8,955% |
| Annual Yield % from dividends | 1.31 | 0.92 | 142% |
| Returns for 1 year | 27.15 | 7.74 | 351% |
| Returns for 3 years | 37.22 | -4.61 | -807% |
| Returns for 5 years | 94.81 | 13.98 | 678% |
| Returns for 10 years | 222.48 | 46.06 | 483% |
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