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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$33.58
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets6.55B
Vanguard Total Stock Mkt Idx Adm
Price$143.67
Change+$1.52 (+1.07%)
VolumeN/A
Net Assets1.82T
MIRTX vs VTSAX Comparison Chart
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MIRTX vs. VTSAX 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MIRTX (6.55B). VTSAX pays higher dividends than MIRTX: VTSAX (1.28) vs MIRTX (0.26). 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 : 10.96 vs. MIRTX (-7.11). VTSAX return over 5 years is better than : 80.95 vs. MIRTX (12.69).
| 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 | 1.528 | 0.826 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.55B | 1.82T | 0% |
| Annual Yield % from dividends | 0.26 | 1.28 | 20% |
| Returns for 1 year | -7.11 | 10.96 | -65% |
| Returns for 3 years | -2.36 | 40.35 | -6% |
| Returns for 5 years | 12.69 | 80.95 | 16% |
| Returns for 10 years | 24.27 | 180.53 | 13% |
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