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FXAIX vs MITHX
FXAIX vs MITHX Comparison
Open Charts FXAIX vs MITHX
MFS Massachusetts Investors Tr R3
Price$36.27
Change-$0.45 (-1.23%)
VolumeN/A
Net Assets6.96B
FXAIX vs MITHX Comparison Chart
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FXAIX vs. MITHX commentary
Feb 22, 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 StrongBuy and MITHX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 639B vs. MITHX (6.96B). FXAIX pays higher dividends than MITHX: FXAIX (1.31) vs MITHX (0.72). FXAIX was incepted earlier than MITHX: FXAIX (14 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 : 24.99 vs. MITHX (4.54). FXAIX return over 5 years is better than : 98.97 vs. MITHX (14.49).
| FXAIX | MITHX | FXAIX / MITHX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 4.633 | 4.450 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 639B | 6.96B | 9,182% |
| Annual Yield % from dividends | 1.31 | 0.72 | 182% |
| Returns for 1 year | 24.99 | 4.54 | 551% |
| Returns for 3 years | 47.91 | 0.34 | 14,244% |
| Returns for 5 years | 98.97 | 14.49 | 683% |
| Returns for 10 years | 216.37 | 36.17 | 598% |