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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$35.70
Change-$0.58 (-1.60%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx Adm
Price$160.60
Change-$2.86 (-1.75%)
VolumeN/A
Net Assets2.05T
MIRTX vs VTSAX Comparison Chart in %
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MIRTX vs. VTSAX commentary
Nov 14, 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 MIRTX is a Buy and VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. MIRTX (6.84B). VTSAX pays higher dividends than MIRTX: VTSAX (1.11) vs MIRTX (0.37). MIRTX was incepted earlier than VTSAX: MIRTX (22 years) vs VTSAX (25 years). MIRTX (0.95) is less costly to investors than VTSAX (0.04). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VTSAX (2.00). MIRTX has a lower initial minimum investment than VTSAX: MIRTX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 11.52 vs. MIRTX (-6.81). VTSAX return over 5 years is better than : 80.80 vs. MIRTX (8.79).
| MIRTX | VTSAX | MIRTX / VTSAX | |
| 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 | 9.390 | 13.952 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 2.05T | 0% |
| Annual Yield % from dividends | 0.37 | 1.11 | 33% |
| Returns for 1 year | -6.81 | 11.52 | -59% |
| Returns for 3 years | 12.12 | 66.89 | 18% |
| Returns for 5 years | 8.79 | 80.80 | 11% |
| Returns for 10 years | 36.33 | 225.71 | 16% |
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