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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$34.94
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx Adm
Price$155.81
Change+$0.56 (+0.36%)
VolumeN/A
Net Assets1.91T
MIRTX vs VTSAX Comparison Chart in %
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MIRTX vs. VTSAX commentary
Aug 29, 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: 1.91T vs. MIRTX (6.83B). 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 : 15.91 vs. MIRTX (-4.01). VTSAX return over 5 years is better than : 80.23 vs. MIRTX (9.78).
| 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 | 6.816 | 10.134 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.18 | 32% |
| Returns for 1 year | -4.01 | 15.91 | -25% |
| Returns for 3 years | 9.15 | 58.15 | 16% |
| Returns for 5 years | 9.78 | 80.23 | 12% |
| Returns for 10 years | 36.52 | 224.21 | 16% |
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