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FXAIX vs MITDX
FXAIX vs MITDX Comparison
Open Charts FXAIX vs MITDX
MFS Massachusetts Investors Tr R4
Price$36.66
Change+$0.11 (+0.30%)
VolumeN/A
Net Assets6.83B
FXAIX vs MITDX Comparison Chart in %
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FXAIX vs. MITDX commentary
Dec 26, 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 MITDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. MITDX (6.83B). FXAIX pays higher dividends than MITDX: FXAIX (1.11) vs MITDX (0.74). FXAIX was incepted earlier than MITDX: FXAIX (15 years) vs MITDX (21 years). MITDX (0.45) is less costly to investors than FXAIX (0.01). MITDX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MITDX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. MITDX (-1.26). FXAIX return over 5 years is better than : 100.72 vs. MITDX (7.03).
| FXAIX | MITDX | FXAIX / MITDX | |
| Total Expense Ratio | 0.01 | 0.45 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 0.45 | 3% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 18.942 | 0.853 | 2,221% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739B | 6.83B | 10,821% |
| Annual Yield % from dividends | 1.11 | 0.74 | 150% |
| Returns for 1 year | 15.86 | -1.26 | -1,260% |
| Returns for 3 years | 87.58 | 15.74 | 556% |
| Returns for 5 years | 100.72 | 7.03 | 1,432% |
| Returns for 10 years | 271.79 | 45.40 | 599% |
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