Interact to see
Advertisement
Advertisement
MIRTX vs VTSAX
MIRTX vs VTSAX Comparison
Open Charts MIRTX vs VTSAX
MFS Massachusetts Investors Tr R2
Price$35.99
Change+$0.03 (+0.08%)
VolumeN/A
Net Assets6.86B
Vanguard Total Stock Mkt Idx Adm
Price$163.82
Change+$0.69 (+0.42%)
VolumeN/A
Net Assets2.05T
MIRTX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VTSAX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.05T vs. MIRTX (6.86B). 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 : 12.13 vs. MIRTX (-6.56). VTSAX return over 5 years is better than : 76.48 vs. MIRTX (7.12).
| 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 | 10.279 | 16.237 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.86B | 2.05T | 0% |
| Annual Yield % from dividends | 0.37 | 1.11 | 33% |
| Returns for 1 year | -6.56 | 12.13 | -54% |
| Returns for 3 years | 9.42 | 65.49 | 14% |
| Returns for 5 years | 7.12 | 76.48 | 9% |
| Returns for 10 years | 34.87 | 225.76 | 15% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement