Ad is loading...
MIRTX vs VFINX
MIRTX vs VFINX Comparison
Open Charts MIRTX vs VFINX
MFS Massachusetts Investors Tr R2
Price$33.42
Change+$0.27 (+0.81%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$557.32
Change+$6.08 (+1.10%)
VolumeN/A
CapitalizationN/A
MIRTX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VFINX 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 VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MIRTX (6.95B). VFINX pays higher dividends than MIRTX: VFINX (1.24) vs MIRTX (0.57). MIRTX was incepted earlier than VFINX: MIRTX (21 years) vs VFINX (48 years). MIRTX is a more actively managed with annual turnover of: 20.00 vs. VFINX (2.00). MIRTX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 27.14 vs. MIRTX (6.08). VFINX return over 5 years is better than : 86.60 vs. MIRTX (10.48).
| MIRTX | VFINX | MIRTX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 48 years | - |
| Gain YTD | 5.675 | 26.707 | 21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 1.37T | 1% |
| Annual Yield % from dividends | 0.57 | 1.24 | 46% |
| Returns for 1 year | 6.08 | 27.14 | 22% |
| Returns for 3 years | -11.91 | 27.92 | -43% |
| Returns for 5 years | 10.48 | 86.60 | 12% |
| Returns for 10 years | 25.91 | 189.72 | 14% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CFLGX | 25.20 | 0.28 | +1.12% |
| ClearBridge Tactical Dividend Income A | |||
| SGRKX | 36.89 | 0.39 | +1.07% |
| Allspring Growth Admin | |||
| CIRAX | 69.40 | 0.36 | +0.52% |
| American Funds Capital Income Bldr 529A | |||
| IRCSX | 11.66 | 0.02 | +0.17% |
| Bernstein International Small Cap SCB | |||
| MPZRX | 9.72 | N/A | N/A |
| MassMutual Strat Emerg Mkts R3 | |||