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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$35.70
Change-$0.58 (-1.60%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MIRTX (6.84B). VTSMX pays higher dividends than MIRTX: VTSMX (1.02) vs MIRTX (0.37). MIRTX was incepted earlier than VTSMX: MIRTX (22 years) vs VTSMX (34 years). MIRTX (0.95) is less costly to investors than VTSMX (0.14). MIRTX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MIRTX has a lower initial minimum investment than VTSMX: MIRTX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MIRTX (-6.81). VTSMX return over 5 years is better than : 83.98 vs. MIRTX (8.79).
| MIRTX | VTSMX | MIRTX / VTSMX | |
| Total Expense Ratio | 0.95 | 0.14 | 679% |
| Annual Report Gross Expense Ratio | 0.95 | 0.14 | 679% |
| Fund Existence | 22 years | 34 years | - |
| Gain YTD | 9.390 | 15.972 | 59% |
| 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 | 1.02 | 36% |
| Returns for 1 year | -6.81 | 13.42 | -51% |
| Returns for 3 years | 12.12 | 68.22 | 18% |
| Returns for 5 years | 8.79 | 83.98 | 10% |
| Returns for 10 years | 36.33 | 235.40 | 15% |
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