Interact to see
Advertisement
Advertisement
MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$36.01
Change+$0.18 (+0.50%)
VolumeN/A
Net Assets6.98B
Vanguard Total Stock Mkt Idx I
Price$164.27
Change+$1.86 (+1.15%)
VolumeN/A
Net Assets2.02T
MIRTX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VTSMX commentary
Oct 28, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MIRTX (6.98B). VTSMX pays higher dividends than MIRTX: VTSMX (1.04) vs MIRTX (0.37). MIRTX was incepted earlier than VTSMX: MIRTX (22 years) vs VTSMX (34 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 : 16.98 vs. MIRTX (-2.97). VTSMX return over 5 years is better than : 100.47 vs. MIRTX (14.00).
| 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 | 34 years | - |
| Gain YTD | 10.340 | 15.255 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.98B | 2.02T | 0% |
| Annual Yield % from dividends | 0.37 | 1.04 | 36% |
| Returns for 1 year | -2.97 | 16.98 | -18% |
| Returns for 3 years | 16.48 | 71.31 | 23% |
| Returns for 5 years | 14.00 | 100.47 | 14% |
| Returns for 10 years | 37.47 | 225.03 | 17% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement