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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$34.77
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets6.82B
Vanguard Total Stock Mkt Idx I
Price$155.90
Change+$0.40 (+0.26%)
VolumeN/A
Net Assets1.95T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX commentary
Sep 09, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MIRTX (6.82B). VTSMX pays higher dividends than MIRTX: VTSMX (1.07) vs MIRTX (0.38). MIRTX was incepted earlier than VTSMX: MIRTX (22 years) vs VTSMX (33 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 : 20.39 vs. MIRTX (-1.23). VTSMX return over 5 years is better than : 87.04 vs. MIRTX (12.79).
| 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 | 33 years | - |
| Gain YTD | 6.540 | 10.614 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.82B | 1.95T | 0% |
| Annual Yield % from dividends | 0.38 | 1.07 | 35% |
| Returns for 1 year | -1.23 | 20.39 | -6% |
| Returns for 3 years | 7.21 | 57.19 | 13% |
| Returns for 5 years | 12.79 | 87.04 | 15% |
| Returns for 10 years | 37.08 | 226.23 | 16% |
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