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MITBX vs VFIAX
MITBX vs VFIAX Comparison
Open Charts MITBX vs VFIAX
MFS Massachusetts Investors Tr B
Price$32.80
Change-$0.07 (-0.21%)
VolumeN/A
Net Assets6.35B
Vanguard 500 Index Admiral
Price$522.74
Change-$0.28 (-0.05%)
VolumeN/A
Net Assets1.33T
MITBX vs VFIAX Comparison Chart
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MITBX vs. VFIAX commentary
May 11, 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 MITBX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MITBX (6.35B). VFIAX pays higher dividends than MITBX: VFIAX (1.36) vs MITBX (0.00). MITBX was incepted earlier than VFIAX: MITBX (32 years) vs VFIAX (25 years). MITBX (1.46) is less costly to investors than VFIAX (0.04). MITBX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MITBX has a lower initial minimum investment than VFIAX: MITBX (1000) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 8.59 vs. MITBX (-8.51). VFIAX return over 5 years is better than : 93.15 vs. MITBX (16.06).
| MITBX | VFIAX | MITBX / VFIAX | |
| Total Expense Ratio | 1.46 | 0.04 | 3,650% |
| Annual Report Gross Expense Ratio | 1.46 | 0.04 | 3,650% |
| Fund Existence | 32 years | 25 years | - |
| Gain YTD | -2.526 | -3.675 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.35B | 1.34T | 0% |
| Annual Yield % from dividends | 0.00 | 1.36 | - |
| Returns for 1 year | -8.51 | 8.59 | -99% |
| Returns for 3 years | -1.71 | 41.54 | -4% |
| Returns for 5 years | 16.06 | 93.15 | 17% |
| Returns for 10 years | 14.90 | 169.85 | 9% |
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