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MITBX vs VSMPX
MITBX vs VSMPX Comparison
Open Charts MITBX vs VSMPX
MFS Massachusetts Investors Tr B
Price$29.92
Change-$1.76 (-5.56%)
VolumeN/A
Net Assets6.21B
Vanguard Total Stock Mkt Idx Instl Pls
Price$226.91
Change-$14.15 (-5.87%)
VolumeN/A
Net Assets1.81T
MITBX vs VSMPX Comparison Chart
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MITBX vs. VSMPX commentary
Apr 05, 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 MITBX is a StrongBuy and VSMPX is a Hold.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.81T vs. MITBX (6.21B). VSMPX pays higher dividends than MITBX: VSMPX (1.37) vs MITBX (0.00). MITBX was incepted earlier than VSMPX: MITBX (32 years) vs VSMPX (10 years). MITBX (1.46) is less costly to investors than VSMPX (0.02). MITBX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MITBX has a lower initial minimum investment than VSMPX: MITBX (1000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 8.06 vs. MITBX (-7.54). VSMPX return over 5 years is better than : 126.31 vs. MITBX (36.26).
| MITBX | VSMPX | MITBX / VSMPX | |
| Total Expense Ratio | 1.46 | 0.02 | 7,300% |
| Annual Report Gross Expense Ratio | 1.46 | 0.02 | 7,300% |
| Fund Existence | 32 years | 10 years | - |
| Gain YTD | -1.991 | -3.987 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 100000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.21B | 1.81T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -7.54 | 8.06 | -94% |
| Returns for 3 years | -12.33 | 21.05 | -59% |
| Returns for 5 years | 36.26 | 126.31 | 29% |
| Returns for 10 years | 15.93 | N/A | - |
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