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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$34.93
Change+$0.28 (+0.81%)
VolumeN/A
Net Assets6.82B
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MIRTX vs VTSAX Comparison Chart in %
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MIRTX vs. VTSAX commentary
Jul 07, 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 StrongBuy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MIRTX (6.82B). VTSAX pays higher dividends than MIRTX: VTSAX (1.21) vs MIRTX (0.25). 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 : 13.89 vs. MIRTX (-4.59). VTSAX return over 5 years is better than : 95.62 vs. MIRTX (21.15).
| 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 | 6.754 | 6.416 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 1.82T | 0% |
| Annual Yield % from dividends | 0.25 | 1.21 | 21% |
| Returns for 1 year | -4.59 | 13.89 | -33% |
| Returns for 3 years | 10.18 | 62.12 | 16% |
| Returns for 5 years | 21.15 | 95.62 | 22% |
| Returns for 10 years | 31.72 | 198.69 | 16% |
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