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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$35.75
Change+$0.23 (+0.65%)
VolumeN/A
Net Assets6.32B
Vanguard Total Stock Mkt Idx I
Price$135.37
Change+$0.98 (+0.73%)
VolumeN/A
Net Assets1.72T
MITDX vs VTSMX Comparison Chart
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MITDX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.72T vs. MITDX (6.32B). VTSMX pays higher dividends than MITDX: VTSMX (1.26) vs MITDX (0.70). MITDX was incepted earlier than VTSMX: MITDX (20 years) vs VTSMX (33 years). MITDX (0.46) is less costly to investors than VTSMX (0.14). MITDX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITDX has a lower initial minimum investment than VTSMX: MITDX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 7.85 vs. MITDX (-6.52). VTSMX return over 5 years is better than : 87.92 vs. MITDX (24.92).
| MITDX | VTSMX | MITDX / VTSMX | |
| Total Expense Ratio | 0.46 | 0.14 | 329% |
| Annual Report Gross Expense Ratio | 0.46 | 0.14 | 329% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | -2.632 | -4.660 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.32B | 1.72T | 0% |
| Annual Yield % from dividends | 0.70 | 1.26 | 55% |
| Returns for 1 year | -6.52 | 7.85 | -83% |
| Returns for 3 years | 3.05 | 39.37 | 8% |
| Returns for 5 years | 24.92 | 87.92 | 28% |
| Returns for 10 years | 31.63 | 162.78 | 19% |
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