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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$30.08
Change-$0.59 (-1.92%)
VolumeN/A
Net Assets6.14B
Vanguard Total Stock Mkt Idx Adm
Price$125.68
Change-$2.70 (-2.10%)
VolumeN/A
Net Assets1.7T
MIRTX vs VTSAX Comparison Chart
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MIRTX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.7T vs. MIRTX (6.14B). VTSAX pays higher dividends than MIRTX: VTSAX (1.35) vs MIRTX (0.27). MIRTX was incepted earlier than VTSAX: MIRTX (21 years) vs VTSAX (24 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 : 5.94 vs. MIRTX (-8.53). VTSAX return over 5 years is better than : 84.84 vs. MIRTX (15.45).
| 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 | 21 years | 24 years | - |
| Gain YTD | -6.265 | -8.941 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14B | 1.7T | 0% |
| Annual Yield % from dividends | 0.27 | 1.35 | 20% |
| Returns for 1 year | -8.53 | 5.94 | -144% |
| Returns for 3 years | -12.66 | 19.85 | -64% |
| Returns for 5 years | 15.45 | 84.84 | 18% |
| Returns for 10 years | 15.35 | 153.74 | 10% |
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