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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$31.95
Change-$0.06 (-0.19%)
VolumeN/A
Net Assets6.36B
Vanguard Total Stock Mkt Idx I
Price$135.29
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
MIRTX vs VTSMX Comparison Chart
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MIRTX vs. VTSMX commentary
May 11, 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: 1.72T vs. MIRTX (6.36B). VTSMX pays higher dividends than MIRTX: VTSMX (1.26) vs MIRTX (0.27). MIRTX was incepted earlier than VTSMX: MIRTX (22 years) vs VTSMX (33 years). MIRTX (0.96) 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 : 8.01 vs. MIRTX (-8.22). VTSMX return over 5 years is better than : 89.29 vs. MIRTX (18.07).
| MIRTX | VTSMX | MIRTX / VTSMX | |
| Total Expense Ratio | 0.96 | 0.14 | 686% |
| Annual Report Gross Expense Ratio | 0.96 | 0.14 | 686% |
| Fund Existence | 22 years | 33 years | - |
| Gain YTD | -2.170 | -3.965 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.36B | 1.72T | 0% |
| Annual Yield % from dividends | 0.27 | 1.26 | 22% |
| Returns for 1 year | -8.22 | 8.01 | -103% |
| Returns for 3 years | -0.78 | 40.15 | -2% |
| Returns for 5 years | 18.07 | 89.29 | 20% |
| Returns for 10 years | 19.37 | 165.40 | 12% |