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MITHX vs VTSMX
MITHX vs VTSMX Comparison
Open Charts MITHX vs VTSMX
MFS Massachusetts Investors Tr R3
Price$38.57
Change+$0.41 (+1.07%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
MITHX vs VTSMX Comparison Chart in %
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MITHX vs. VTSMX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MITHX (6.84B). VTSMX pays higher dividends than MITHX: VTSMX (1.04) vs MITHX (0.55). MITHX was incepted earlier than VTSMX: MITHX (21 years) vs VTSMX (34 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 : 13.37 vs. MITHX (-4.65). VTSMX return over 5 years is better than : 87.64 vs. MITHX (17.11).
| MITHX | VTSMX | MITHX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 8.495 | 13.012 | 65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 2.02T | 0% |
| Annual Yield % from dividends | 0.55 | 1.04 | 53% |
| Returns for 1 year | -4.65 | 13.37 | -35% |
| Returns for 3 years | 20.63 | 74.97 | 28% |
| Returns for 5 years | 17.11 | 87.64 | 20% |
| Returns for 10 years | 43.19 | 219.38 | 20% |
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