Ad is loading...
MITGX vs VFINX
MITGX vs VFINX Comparison
Open Charts MITGX vs VFINX
MFS Massachusetts Investors Tr R1
Price$32.66
Change-$0.41 (-1.24%)
VolumeN/A
Net Assets6.87B
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MITGX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MITGX vs. VFINX commentary
Feb 23, 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 Buy and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MITGX (6.87B). VFINX pays higher dividends than MITGX: VFINX (1.24) vs MITGX (0.05). MITGX was incepted earlier than VFINX: MITGX (20 years) vs VFINX (49 years). MITGX is a more actively managed with annual turnover of: 20.00 vs. VFINX (2.00). MITGX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 18.27 vs. MITGX (-1.30). VFINX return over 5 years is better than : 80.18 vs. MITGX (4.64).
| MITGX | VFINX | MITGX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 49 years | - |
| Gain YTD | 2.672 | 2.400 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.87B | 1.41T | 0% |
| Annual Yield % from dividends | 0.05 | 1.24 | 4% |
| Returns for 1 year | -1.30 | 18.27 | -7% |
| Returns for 3 years | -5.19 | 39.78 | -13% |
| Returns for 5 years | 4.64 | 80.18 | 6% |
| Returns for 10 years | 17.51 | 184.41 | 9% |