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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$33.58
Change+$0.36 (+1.08%)
VolumeN/A
Net Assets6.55B
Vanguard Total Stock Mkt Idx I
Price$143.62
Change+$1.51 (+1.06%)
VolumeN/A
Net Assets1.82T
MIRTX vs VTSMX Comparison Chart
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MIRTX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MIRTX (6.55B). VTSMX pays higher dividends than MIRTX: VTSMX (1.18) vs MIRTX (0.26). 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 : 10.96 vs. MIRTX (-7.11). VTSMX return over 5 years is better than : 80.94 vs. MIRTX (12.69).
| 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 | 1.528 | 0.817 | 187% |
| 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 | 1.18 | 22% |
| Returns for 1 year | -7.11 | 10.96 | -65% |
| Returns for 3 years | -2.36 | 40.34 | -6% |
| Returns for 5 years | 12.69 | 80.94 | 16% |
| Returns for 10 years | 24.27 | 179.94 | 13% |
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