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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$34.69
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets6.78B
Vanguard Total Stock Mkt Idx I
Price$148.99
Change-$0.80 (-0.53%)
VolumeN/A
Net Assets1.91T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX commentary
Jul 16, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MIRTX (6.78B). VTSMX pays higher dividends than MIRTX: VTSMX (1.12) vs MIRTX (0.25). MIRTX was incepted earlier than VTSMX: MIRTX (22 years) vs VTSMX (33 years). MIRTX (0.95) is less costly to investors than VTSMX (0.14). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MIRTX has a lower initial minimum investment than VTSMX: MIRTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 11.36 vs. MIRTX (-6.60). VTSMX return over 5 years is better than : 90.04 vs. MIRTX (17.33).
| MIRTX | VTSMX | MIRTX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | 6.021 | 6.279 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.78B | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.12 | 22% |
| Returns for 1 year | -6.60 | 11.36 | -58% |
| Returns for 3 years | 9.09 | 60.26 | 15% |
| Returns for 5 years | 17.33 | 90.04 | 19% |
| Returns for 10 years | 27.36 | 190.31 | 14% |
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