Ad is loading...
MIRTX vs VSMPX
MIRTX vs VSMPX Comparison
Open Charts MIRTX vs VSMPX
MFS Massachusetts Investors Tr R2
Price$30.08
Change-$0.59 (-1.92%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx Instl Pls
Price$235.79
Change-$5.06 (-2.10%)
VolumeN/A
Net Assets1.7T
MIRTX vs VSMPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VSMPX commentary
Apr 18, 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: 1.7T vs. MIRTX (6.14B). VSMPX pays higher dividends than MIRTX: VSMPX (1.37) vs MIRTX (0.27). MIRTX was incepted earlier than VSMPX: MIRTX (21 years) vs VSMPX (10 years). MIRTX (0.96) 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 : 5.95 vs. MIRTX (-8.53). VSMPX return over 5 years is better than : 84.89 vs. MIRTX (15.45).
| MIRTX | VSMPX | MIRTX / VSMPX | |
| Total Expense Ratio | 0.96 | 0.02 | 4,800% |
| Annual Report Gross Expense Ratio | 0.96 | 0.02 | 4,800% |
| Fund Existence | 21 years | 10 years | - |
| Gain YTD | -6.265 | -8.940 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.37 | 20% |
| Returns for 1 year | -8.53 | 5.95 | -143% |
| Returns for 3 years | -12.66 | 19.88 | -64% |
| Returns for 5 years | 15.45 | 84.89 | 18% |
| Returns for 10 years | 15.35 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...