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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$40.14
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets6.94B
Vanguard Total Stock Mkt Idx I
Price$161.46
Change+$1.02 (+0.64%)
VolumeN/A
Net Assets2.02T
MITDX vs VTSMX Comparison Chart in %
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MITDX vs. VTSMX commentary
Oct 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MITDX (6.95B). VTSMX pays higher dividends than MITDX: VTSMX (1.04) vs MITDX (0.75). MITDX was incepted earlier than VTSMX: MITDX (21 years) vs VTSMX (33 years). MITDX (0.45) 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 : 16.77 vs. MITDX (-1.01). VTSMX return over 5 years is better than : 86.59 vs. MITDX (20.07).
| MITDX | VTSMX | MITDX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 21 years | 33 years | - |
| Gain YTD | 9.987 | 13.857 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.95B | 2.02T | 0% |
| Annual Yield % from dividends | 0.75 | 1.04 | 72% |
| Returns for 1 year | -1.01 | 16.77 | -6% |
| Returns for 3 years | 27.29 | 81.21 | 34% |
| Returns for 5 years | 20.07 | 86.59 | 23% |
| Returns for 10 years | 53.53 | 229.54 | 23% |
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