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MIRTX vs VFIAX
MIRTX vs VFIAX Comparison
Open Charts MIRTX vs VFIAX
MFS Massachusetts Investors Tr R2
Price$32.76
Change-$2.96 (-8.29%)
VolumeN/A
Net Assets6.89B
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MIRTX vs VFIAX Comparison Chart in %
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MIRTX vs. VFIAX commentary
Feb 04, 2026
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 MIRTX is a StrongBuy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MIRTX (6.89B). VFIAX pays higher dividends than MIRTX: VFIAX (1.10) vs MIRTX (0.30). MIRTX was incepted earlier than VFIAX: MIRTX (22 years) vs VFIAX (25 years). MIRTX (0.95) is less costly to investors than VFIAX (0.04). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VFIAX (2.00). MIRTX has a lower initial minimum investment than VFIAX: MIRTX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. MIRTX (-2.10). VFIAX return over 5 years is better than : 78.94 vs. MIRTX (-3.02).
| MIRTX | VFIAX | MIRTX / VFIAX | |
| Total Expense Ratio | 0.95 | 0.04 | 2,375% |
| Annual Report Gross Expense Ratio | 0.95 | 0.04 | 2,375% |
| Fund Existence | 22 years | 25 years | - |
| Gain YTD | 2.471 | 1.141 | 217% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.89B | 1.48T | 0% |
| Annual Yield % from dividends | 0.30 | 1.10 | 27% |
| Returns for 1 year | -2.10 | 15.49 | -14% |
| Returns for 3 years | 5.15 | 67.56 | 8% |
| Returns for 5 years | -3.02 | 78.94 | -4% |
| Returns for 10 years | 42.84 | 268.61 | 16% |
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