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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$38.21
Change+$0.21 (+0.55%)
VolumeN/A
Net Assets6.75B
Vanguard Total Stock Mkt Idx I
Price$151.44
Change+$0.98 (+0.65%)
VolumeN/A
Net Assets1.91T
MITDX vs VTSMX Comparison Chart in %
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MITDX vs. VTSMX commentary
Aug 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MITDX (6.75B). VTSMX pays higher dividends than MITDX: VTSMX (1.09) vs MITDX (0.77). MITDX was incepted earlier than VTSMX: MITDX (20 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 : 20.02 vs. MITDX (1.78). VTSMX return over 5 years is better than : 82.72 vs. MITDX (19.88).
| MITDX | VTSMX | MITDX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 5.117 | 6.754 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.75B | 1.91T | 0% |
| Annual Yield % from dividends | 0.77 | 1.09 | 71% |
| Returns for 1 year | 1.78 | 20.02 | 9% |
| Returns for 3 years | 8.05 | 49.22 | 16% |
| Returns for 5 years | 19.88 | 82.72 | 24% |
| Returns for 10 years | 42.00 | 198.64 | 21% |
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