Ad is loading...
MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$31.95
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets6.36B
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
MIRTX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VTSAX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MIRTX (6.36B). VTSAX pays higher dividends than MIRTX: VTSAX (1.36) vs MIRTX (0.27). MIRTX was incepted earlier than VTSAX: MIRTX (22 years) vs VTSAX (25 years). MIRTX (0.96) 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 : 8.02 vs. MIRTX (-8.22). VTSAX return over 5 years is better than : 89.30 vs. MIRTX (18.07).
| MIRTX | VTSAX | MIRTX / VTSAX | |
| Total Expense Ratio | 0.96 | 0.04 | 2,400% |
| Annual Report Gross Expense Ratio | 0.96 | 0.04 | 2,400% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | -2.170 | -3.962 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.72T | 0% |
| Annual Yield % from dividends | 0.27 | 1.36 | 20% |
| Returns for 1 year | -8.22 | 8.02 | -103% |
| Returns for 3 years | -0.78 | 40.17 | -2% |
| Returns for 5 years | 18.07 | 89.30 | 20% |
| Returns for 10 years | 19.37 | 165.99 | 12% |
View a ticker or compare two or three
VS
VS
Ad is loading...