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FXAIX vs MITGX
FXAIX vs MITGX Comparison
Open Charts FXAIX vs MITGX
MFS Massachusetts Investors Tr R1
Price$32.50
Change+$0.30 (+0.93%)
VolumeN/A
Net Assets6.91B
FXAIX vs MITGX Comparison Chart
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FXAIX vs. MITGX 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 MITGX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. MITGX (6.91B). FXAIX pays higher dividends than MITGX: FXAIX (1.31) vs MITGX (0.05). FXAIX was incepted earlier than MITGX: FXAIX (14 years) vs MITGX (20 years). MITGX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and MITGX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. MITGX (4.80). FXAIX return over 5 years is better than : 94.81 vs. MITGX (3.37).
| FXAIX | MITGX | FXAIX / MITGX | |
| 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 | 2.169 | 93% |
| 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 | 0.05 | 2,727% |
| Returns for 1 year | 27.15 | 4.80 | 565% |
| Returns for 3 years | 37.22 | -10.82 | -344% |
| Returns for 5 years | 94.81 | 3.37 | 2,816% |
| Returns for 10 years | 222.48 | 23.21 | 958% |
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