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MITGX vs VFIAX
MITGX vs VFIAX Comparison
Open Charts MITGX vs VFIAX
MFS Massachusetts Investors Tr R1
Price$32.94
Change+$0.17 (+0.52%)
VolumeN/A
Net Assets6.95B
Vanguard 500 Index Admiral
Price$560.65
Change+$2.96 (+0.53%)
VolumeN/A
Net Assets1.35T
MITGX vs VFIAX Comparison Chart
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MITGX vs. VFIAX commentary
Jan 31, 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 MITGX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MITGX (6.95B). VFIAX pays higher dividends than MITGX: VFIAX (1.32) vs MITGX (0.05). MITGX was incepted earlier than VFIAX: MITGX (20 years) vs VFIAX (24 years). MITGX is a more actively managed with annual turnover of: 20.00 vs. VFIAX (2.00). MITGX has a lower initial minimum investment than VFIAX: MITGX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 24.73 vs. MITGX (4.57). VFIAX return over 5 years is better than : 87.32 vs. MITGX (8.93).
| MITGX | VFIAX | MITGX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | 3.552 | 2.751 | 129% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.35T | 1% |
| Annual Yield % from dividends | 0.05 | 1.32 | 4% |
| Returns for 1 year | 4.57 | 24.73 | 18% |
| Returns for 3 years | -9.29 | 33.85 | -27% |
| Returns for 5 years | 8.93 | 87.32 | 10% |
| Returns for 10 years | 25.07 | 199.28 | 13% |
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