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MIRTX vs VFIAX
MIRTX vs VFIAX Comparison
Open Charts MIRTX vs VFIAX
MFS Massachusetts Investors Tr R2
Price$33.42
Change+$0.27 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$557.23
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
MIRTX vs VFIAX Comparison Chart
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MIRTX vs. VFIAX commentary
Dec 26, 2024
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 MIRTX is a StrongBuy and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MIRTX (6.95B). VFIAX pays higher dividends than MIRTX: VFIAX (1.32) vs MIRTX (0.57). MIRTX was incepted earlier than VFIAX: MIRTX (21 years) vs VFIAX (24 years). MIRTX is a more actively managed with annual turnover of: 20.00 vs. VFIAX (2.00). MIRTX has a lower initial minimum investment than VFIAX: MIRTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 27.15 vs. MIRTX (6.08). VFIAX return over 5 years is better than : 86.59 vs. MIRTX (10.48).
| MIRTX | VFIAX | MIRTX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 24 years | - |
| Gain YTD | 5.675 | 26.711 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.37T | 1% |
| Annual Yield % from dividends | 0.57 | 1.32 | 43% |
| Returns for 1 year | 6.08 | 27.15 | 22% |
| Returns for 3 years | -11.91 | 27.92 | -43% |
| Returns for 5 years | 10.48 | 86.59 | 12% |
| Returns for 10 years | 25.91 | 189.70 | 14% |
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