MITJX
Price
$32.35
Change
+$0.10 (+0.31%)
Updated
Apr 25 closing price
Net Assets
6.2B
VSMPX
Price
$247.30
Change
+$1.65 (+0.67%)
Updated
Apr 25 closing price
Net Assets
1.7T
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MITJX vs VSMPX

Header iconMITJX vs VSMPX Comparison
Open Charts MITJX vs VSMPXBanner chart's image
MFS Massachusetts Investors Tr R6
Price$32.35
Change+$0.10 (+0.31%)
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
MITJX vs VSMPX Comparison Chart
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MITJX 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 MITJX is a Buy and VSMPX is a Buy.

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FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.7T vs. MITJX (6.2B). VSMPX pays higher dividends than MITJX: VSMPX (1.37) vs MITJX (0.82). MITJX was incepted earlier than VSMPX: MITJX (13 years) vs VSMPX (10 years). MITJX (0.38) is less costly to investors than VSMPX (0.02). MITJX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MITJX has a lower initial minimum investment than VSMPX: MITJX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 7.98 vs. MITJX (-6.51). VSMPX return over 5 years is better than : 90.72 vs. MITJX (21.66).
MITJXVSMPXMITJX / VSMPX
Total Expense Ratio0.380.021,900%
Annual Report Gross Expense Ratio0.380.021,900%
Fund Existence13 years10 years-
Gain YTD-5.035-7.12571%
Front LoadN/AN/A-
Min. Initial Investment0100000000-
Min. Initial Investment IRAN/AN/A-
Net Assets6.2B1.7T0%
Annual Yield % from dividends0.821.3760%
Returns for 1 year-6.517.98-82%
Returns for 3 years-6.4028.90-22%
Returns for 5 years21.6690.7224%
Returns for 10 years20.42147.1614%
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