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MITHX vs VTSMX
MITHX vs VTSMX Comparison
Open Charts MITHX vs VTSMX
MFS Massachusetts Investors Tr R3
Price$38.39
Change+$0.15 (+0.39%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MITHX vs VTSMX Comparison Chart in %
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MITHX vs. VTSMX commentary
Jul 27, 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 MITHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MITHX (6.9B). VTSMX pays higher dividends than MITHX: VTSMX (1.12) vs MITHX (0.42). MITHX was incepted earlier than VTSMX: MITHX (20 years) vs VTSMX (33 years). MITHX (0.70) is less costly to investors than VTSMX (0.14). MITHX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITHX has a lower initial minimum investment than VTSMX: MITHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 17.75 vs. MITHX (1.17). VTSMX return over 5 years is better than : 93.51 vs. MITHX (24.62).
| MITHX | VTSMX | MITHX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 8.815 | 8.287 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.91T | 0% |
| Annual Yield % from dividends | 0.42 | 1.12 | 38% |
| Returns for 1 year | 1.17 | 17.75 | 7% |
| Returns for 3 years | 12.92 | 60.60 | 21% |
| Returns for 5 years | 24.62 | 93.51 | 26% |
| Returns for 10 years | 40.69 | 200.97 | 20% |
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