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FXAIX vs MIRTX
FXAIX vs MIRTX Comparison
Open Charts FXAIX vs MIRTX
MFS Massachusetts Investors Tr R2
Price$32.34
Change+$0.10 (+0.31%)
VolumeN/A
Net Assets6.81B
FXAIX vs MIRTX Comparison Chart in %
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FXAIX vs. MIRTX commentary
Dec 25, 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 Hold and MIRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MIRTX (6.81B). FXAIX pays higher dividends than MIRTX: FXAIX (1.11) vs MIRTX (0.37). FXAIX was incepted earlier than MIRTX: FXAIX (15 years) vs MIRTX (22 years). MIRTX (0.95) is less costly to investors than FXAIX (0.01). MIRTX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MIRTX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.48 vs. MIRTX (-2.98). FXAIX return over 5 years is better than : 100.07 vs. MIRTX (-0.49).
| FXAIX | MIRTX | FXAIX / MIRTX | |
| Total Expense Ratio | 0.01 | 0.95 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.95 | 2% |
| Fund Existence | 15 years | 22 years | - |
| Gain YTD | 18.557 | -0.906 | -2,049% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 6.81B | 10,849% |
| Annual Yield % from dividends | 1.11 | 0.37 | 303% |
| Returns for 1 year | 15.48 | -2.98 | -519% |
| Returns for 3 years | 86.97 | 10.05 | 865% |
| Returns for 5 years | 100.07 | -0.49 | -20,316% |
| Returns for 10 years | 270.59 | 29.18 | 927% |
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