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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$39.24
Change+$0.43 (+1.11%)
VolumeN/A
Net Assets6.62B
Vanguard Total Stock Mkt Idx I
Price$157.50
Change+$1.73 (+1.11%)
VolumeN/A
Net Assets2.05T
MITDX vs VTSMX Comparison Chart in %
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MITDX vs. VTSMX commentary
Nov 22, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MITDX (6.62B). VTSMX pays higher dividends than MITDX: VTSMX (1.02) vs MITDX (0.74). MITDX was incepted earlier than VTSMX: MITDX (21 years) vs VTSMX (34 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 : 8.59 vs. MITDX (-5.98). VTSMX return over 5 years is better than : 75.39 vs. MITDX (14.79).
| 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 | 34 years | - |
| Gain YTD | 7.951 | 10.543 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.62B | 2.05T | 0% |
| Annual Yield % from dividends | 0.74 | 1.02 | 73% |
| Returns for 1 year | -5.98 | 8.59 | -70% |
| Returns for 3 years | 13.26 | 60.33 | 22% |
| Returns for 5 years | 14.79 | 75.39 | 20% |
| Returns for 10 years | 47.01 | 209.29 | 22% |