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MIRTX vs VSMPX
MIRTX vs VSMPX Comparison
Open Charts MIRTX vs VSMPX
MFS Massachusetts Investors Tr R2
Price$33.58
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets6.55B
Vanguard Total Stock Mkt Idx Instl Pls
Price$269.55
Change+$2.84 (+1.06%)
VolumeN/A
Net Assets1.82T
MIRTX vs VSMPX Comparison Chart
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MIRTX vs. VSMPX commentary
Jun 07, 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: 1.82T vs. MIRTX (6.55B). VSMPX pays higher dividends than MIRTX: VSMPX (1.29) vs MIRTX (0.26). 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 : 10.97 vs. MIRTX (-7.11). VSMPX return over 5 years is better than : 81.02 vs. MIRTX (12.69).
| 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 | 1.528 | 0.837 | 183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.55B | 1.82T | 0% |
| Annual Yield % from dividends | 0.26 | 1.29 | 20% |
| Returns for 1 year | -7.11 | 10.97 | -65% |
| Returns for 3 years | -2.36 | 40.40 | -6% |
| Returns for 5 years | 12.69 | 81.02 | 16% |
| Returns for 10 years | 24.27 | 171.64 | 14% |
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