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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$34.66
Change-$0.11 (-0.32%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX commentary
Aug 18, 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: 1.91T vs. MIRTX (6.83B). VTSMX pays higher dividends than MIRTX: VTSMX (1.09) 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 : 16.21 vs. MIRTX (-3.50). VTSMX return over 5 years is better than : 85.82 vs. MIRTX (13.51).
| 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 | 6.203 | 9.266 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 1.91T | 0% |
| Annual Yield % from dividends | 0.38 | 1.09 | 35% |
| Returns for 1 year | -3.50 | 16.21 | -22% |
| Returns for 3 years | 1.02 | 46.80 | 2% |
| Returns for 5 years | 13.51 | 85.82 | 16% |
| Returns for 10 years | 28.03 | 202.54 | 14% |
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