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MITGX vs VTSMX
MITGX vs VTSMX Comparison
Open Charts MITGX vs VTSMX
MFS Massachusetts Investors Tr R1
Price$33.13
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets6.75B
Vanguard Total Stock Mkt Idx I
Price$151.30
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
MITGX vs VTSMX Comparison Chart in %
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MITGX 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 MITGX is a Buy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MITGX (6.75B). VTSMX pays higher dividends than MITGX: VTSMX (1.09) vs MITGX (0.17). MITGX was incepted earlier than VTSMX: MITGX (20 years) vs VTSMX (33 years). MITGX (1.45) is less costly to investors than VTSMX (0.14). MITGX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITGX has a lower initial minimum investment than VTSMX: MITGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 21.77 vs. MITGX (-0.65). VTSMX return over 5 years is better than : 83.91 vs. MITGX (8.40).
| MITGX | VTSMX | MITGX / VTSMX | |
| Total Expense Ratio | 1.45 | 0.14 | 1,036% |
| Annual Report Gross Expense Ratio | 1.45 | 0.14 | 1,036% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 4.188 | 7.450 | 56% |
| 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 | 0.17 | 1.09 | 15% |
| Returns for 1 year | -0.65 | 21.77 | -3% |
| Returns for 3 years | 1.03 | 50.15 | 2% |
| Returns for 5 years | 8.40 | 83.91 | 10% |
| Returns for 10 years | 17.82 | 196.78 | 9% |
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