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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$34.13
Change+$0.19 (+0.56%)
VolumeN/A
Net Assets6.72B
Vanguard Total Stock Mkt Idx Adm
Price$151.48
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
MIRTX vs VTSAX Comparison Chart in %
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MIRTX vs. VTSAX commentary
Aug 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MIRTX (6.72B). VTSAX pays higher dividends than MIRTX: VTSAX (1.18) vs MIRTX (0.38). MIRTX was incepted earlier than VTSAX: MIRTX (22 years) vs VTSAX (25 years). MIRTX (0.95) is less costly to investors than VTSAX (0.04). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). MIRTX has a lower initial minimum investment than VTSAX: MIRTX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 20.03 vs. MIRTX (-0.22). VTSAX return over 5 years is better than : 82.75 vs. MIRTX (12.32).
| MIRTX | VTSAX | MIRTX / VTSAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 4.579 | 6.764 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.72B | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.18 | 32% |
| Returns for 1 year | -0.22 | 20.03 | -1% |
| Returns for 3 years | 3.33 | 49.26 | 7% |
| Returns for 5 years | 12.32 | 82.75 | 15% |
| Returns for 10 years | 27.27 | 199.32 | 14% |
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