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FXAIX vs MITGX
FXAIX vs MITGX Comparison
Open Charts FXAIX vs MITGX
MFS Massachusetts Investors Tr R1
Price$31.55
Change-$3.04 (-8.79%)
VolumeN/A
Net Assets6.84B
FXAIX vs MITGX Comparison Chart in %
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FXAIX vs. MITGX commentary
Feb 04, 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 MITGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. MITGX (6.84B). FXAIX pays higher dividends than MITGX: FXAIX (1.10) vs MITGX (0.18). FXAIX was incepted earlier than MITGX: FXAIX (15 years) vs MITGX (21 years). MITGX (1.45) is less costly to investors than FXAIX (0.01). MITGX is a more actively managed with annual turnover of: 25.00 vs. FXAIX (3.00). FXAIX (0) and MITGX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. MITGX (-3.10). FXAIX return over 5 years is better than : 93.74 vs. MITGX (-6.79).
| FXAIX | MITGX | FXAIX / MITGX | |
| Total Expense Ratio | 0.01 | 1.45 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.45 | 1% |
| Fund Existence | 15 years | 21 years | - |
| Gain YTD | 1.998 | 2.402 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 753B | 6.84B | 11,012% |
| Annual Yield % from dividends | 1.10 | 0.18 | 625% |
| Returns for 1 year | 17.83 | -3.10 | -575% |
| Returns for 3 years | 75.94 | 2.38 | 3,185% |
| Returns for 5 years | 93.74 | -6.79 | -1,381% |
| Returns for 10 years | 310.97 | 33.46 | 929% |
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