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MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$35.55
Change+$0.13 (+0.37%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx Adm
Price$152.65
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MIRTX vs VTSAX Comparison Chart in %
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MIRTX vs. VTSAX commentary
Jul 27, 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: 1.91T vs. MIRTX (6.9B). 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 : 17.75 vs. MIRTX (-0.07). VTSAX return over 5 years is better than : 93.55 vs. MIRTX (19.84).
| 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 | 8.649 | 8.289 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.91T | 0% |
| Annual Yield % from dividends | 0.25 | 1.21 | 21% |
| Returns for 1 year | -0.07 | 17.75 | -0% |
| Returns for 3 years | 9.79 | 60.63 | 16% |
| Returns for 5 years | 19.84 | 93.55 | 21% |
| Returns for 10 years | 31.80 | 201.64 | 16% |
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