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FXAIX vs MITHX
FXAIX vs MITHX Comparison
Open Charts FXAIX vs MITHX
MFS Massachusetts Investors Tr R3
Price$40.13
Change+$0.04 (+0.10%)
VolumeN/A
CapitalizationN/A
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FXAIX vs MITHX Comparison Chart
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FXAIX vs. MITHX commentary
Oct 18, 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 MITHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 599B vs. MITHX (7.04B). FXAIX pays higher dividends than MITHX: FXAIX (1.31) vs MITHX (0.72). FXAIX was incepted earlier than MITHX: FXAIX (13 years) vs MITHX (20 years). MITHX is a more actively managed with annual turnover of: 20.00 vs. FXAIX (3.00). FXAIX (0) and MITHX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 35.53 vs. MITHX (18.49). FXAIX return over 5 years is better than : 110.54 vs. MITHX (29.96).
| FXAIX | MITHX | FXAIX / MITHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 23.840 | 18.639 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599B | 7.04B | 8,506% |
| Annual Yield % from dividends | 1.31 | 0.72 | 182% |
| Returns for 1 year | 35.53 | 18.49 | 192% |
| Returns for 3 years | 36.86 | -3.84 | -959% |
| Returns for 5 years | 110.54 | 29.96 | 369% |
| Returns for 10 years | 236.68 | 59.42 | 398% |
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