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FXAIX vs MIRTX
FXAIX vs MIRTX Comparison
Open Charts FXAIX vs MIRTX
MFS Massachusetts Investors Tr R2
Price$32.76
Change-$2.96 (-8.29%)
VolumeN/A
Net Assets6.89B
FXAIX vs MIRTX Comparison Chart in %
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FXAIX vs. MIRTX commentary
Feb 05, 2026
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 Buy and MIRTX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MIRTX (6.89B). FXAIX pays higher dividends than MIRTX: FXAIX (1.10) vs MIRTX (0.30). 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 : 17.83 vs. MIRTX (-2.10). FXAIX return over 5 years is better than : 93.74 vs. MIRTX (-3.02).
| 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 | 1.998 | 2.471 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 6.89B | 10,930% |
| Annual Yield % from dividends | 1.10 | 0.30 | 366% |
| Returns for 1 year | 17.83 | -2.10 | -849% |
| Returns for 3 years | 75.94 | 5.15 | 1,476% |
| Returns for 5 years | 93.74 | -3.02 | -3,108% |
| Returns for 10 years | 310.97 | 42.84 | 726% |
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