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FXAIX vs MITGX
FXAIX vs MITGX Comparison
Open Charts FXAIX vs MITGX
MFS Massachusetts Investors Tr R1
Price$29.94
Change-$1.23 (-3.95%)
VolumeN/A
Net Assets6.47B
FXAIX vs MITGX Comparison Chart
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FXAIX vs. MITGX 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 MITGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MITGX (6.47B). FXAIX pays higher dividends than MITGX: FXAIX (1.30) vs MITGX (0.00). FXAIX was incepted earlier than MITGX: FXAIX (14 years) vs MITGX (20 years). MITGX (1.46) is less costly to investors than FXAIX (0.01). MITGX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (2.00). FXAIX (0) and MITGX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. MITGX (-8.27). FXAIX return over 5 years is better than : 146.07 vs. MITGX (33.57).
| FXAIX | MITGX | FXAIX / MITGX | |
| Total Expense Ratio | 0.01 | 1.46 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.46 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -3.262 | -2.012 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 6.47B | 9,247% |
| Annual Yield % from dividends | 1.30 | 0.00 | - |
| Returns for 1 year | 10.29 | -8.27 | -124% |
| Returns for 3 years | 29.57 | -13.66 | -216% |
| Returns for 5 years | 146.07 | 33.57 | 435% |
| Returns for 10 years | 197.24 | 12.87 | 1,533% |
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