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MITGX vs VSMPX
MITGX vs VSMPX Comparison
Open Charts MITGX vs VSMPX
MFS Massachusetts Investors Tr R1
Price$30.19
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets6.2B
Vanguard Total Stock Mkt Idx Instl Pls
Price$247.30
Change+$1.65 (+0.67%)
VolumeN/A
Net Assets1.7T
MITGX vs VSMPX Comparison Chart
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MITGX vs. VSMPX commentary
Apr 26, 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 MITGX is a Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MITGX (6.2B). VSMPX pays higher dividends than MITGX: VSMPX (1.37) vs MITGX (0.00). MITGX was incepted earlier than VSMPX: MITGX (20 years) vs VSMPX (10 years). MITGX (1.46) is less costly to investors than VSMPX (0.02). MITGX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MITGX has a lower initial minimum investment than VSMPX: MITGX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.98 vs. MITGX (-8.29). VSMPX return over 5 years is better than : 90.72 vs. MITGX (14.08).
| MITGX | VSMPX | MITGX / VSMPX | |
| Total Expense Ratio | 1.46 | 0.02 | 7,300% |
| Annual Report Gross Expense Ratio | 1.46 | 0.02 | 7,300% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | -5.344 | -7.125 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.2B | 1.7T | 0% |
| Annual Yield % from dividends | 0.00 | 1.37 | - |
| Returns for 1 year | -8.29 | 7.98 | -104% |
| Returns for 3 years | -9.85 | 28.90 | -34% |
| Returns for 5 years | 14.08 | 90.72 | 16% |
| Returns for 10 years | 8.61 | 147.16 | 6% |