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MIRTX vs VSMPX
MIRTX vs VSMPX Comparison
Open Charts MIRTX vs VSMPX
MFS Massachusetts Investors Tr R2
Price$34.69
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx Instl Pls
Price$279.58
Change-$1.50 (-0.53%)
VolumeN/A
Net Assets1.91T
MIRTX vs VSMPX Comparison Chart in %
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MIRTX vs. VSMPX commentary
Jul 16, 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 MIRTX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MIRTX (6.78B). VSMPX pays higher dividends than MIRTX: VSMPX (1.22) vs MIRTX (0.25). MIRTX was incepted earlier than VSMPX: MIRTX (22 years) vs VSMPX (10 years). MIRTX (0.95) is less costly to investors than VSMPX (0.02). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MIRTX has a lower initial minimum investment than VSMPX: MIRTX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.38 vs. MIRTX (-6.60). VSMPX return over 5 years is better than : 90.13 vs. MIRTX (17.33).
| MIRTX | VSMPX | MIRTX / VSMPX | |
| Total Expense Ratio | 0.95 | 0.02 | 4,750% |
| Annual Report Gross Expense Ratio | 0.95 | 0.02 | 4,750% |
| Fund Existence | 22 years | 10 years | - |
| Gain YTD | 6.021 | 6.286 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.22 | 20% |
| Returns for 1 year | -6.60 | 11.38 | -58% |
| Returns for 3 years | 9.09 | 60.34 | 15% |
| Returns for 5 years | 17.33 | 90.13 | 19% |
| Returns for 10 years | 27.36 | 181.72 | 15% |
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