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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$35.84
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets6.96B
Vanguard Total Stock Mkt Idx I
Price$161.19
Change+$0.60 (+0.37%)
VolumeN/A
Net Assets2.02T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX commentary
Oct 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MIRTX (6.96B). VTSMX pays higher dividends than MIRTX: VTSMX (1.04) vs MIRTX (0.37). 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 : 16.79 vs. MIRTX (-2.87). VTSMX return over 5 years is better than : 89.96 vs. MIRTX (15.03).
| 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 | 9.482 | 13.963 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.96B | 2.02T | 0% |
| Annual Yield % from dividends | 0.37 | 1.04 | 36% |
| Returns for 1 year | -2.87 | 16.79 | -17% |
| Returns for 3 years | 21.86 | 81.38 | 27% |
| Returns for 5 years | 15.03 | 89.96 | 17% |
| Returns for 10 years | 37.79 | 229.85 | 16% |
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