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MITDX vs VSMPX
MITDX vs VSMPX Comparison
Open Charts MITDX vs VSMPX
MFS Massachusetts Investors Tr R4
Price$35.75
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets6.32B
Vanguard Total Stock Mkt Idx Instl Pls
Price$254.04
Change+$1.84 (+0.73%)
VolumeN/A
Net Assets1.72T
MITDX vs VSMPX Comparison Chart
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MITDX vs. VSMPX commentary
May 09, 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 MITDX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MITDX (6.32B). VSMPX pays higher dividends than MITDX: VSMPX (1.37) vs MITDX (0.70). MITDX was incepted earlier than VSMPX: MITDX (20 years) vs VSMPX (10 years). MITDX (0.46) is less costly to investors than VSMPX (0.02). MITDX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MITDX has a lower initial minimum investment than VSMPX: MITDX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.86 vs. MITDX (-6.52). VSMPX return over 5 years is better than : 88.00 vs. MITDX (24.92).
| MITDX | VSMPX | MITDX / VSMPX | |
| Total Expense Ratio | 0.46 | 0.02 | 2,300% |
| Annual Report Gross Expense Ratio | 0.46 | 0.02 | 2,300% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -2.632 | -4.649 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 1.72T | 0% |
| Annual Yield % from dividends | 0.70 | 1.37 | 51% |
| Returns for 1 year | -6.52 | 7.86 | -83% |
| Returns for 3 years | 3.05 | 39.43 | 8% |
| Returns for 5 years | 24.92 | 88.00 | 28% |
| Returns for 10 years | 31.63 | 155.00 | 20% |