Interact to see
Advertisement
Advertisement
MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$32.55
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
MIRTX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MIRTX vs. VTSMX commentary
Jan 15, 2026
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 Hold and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MIRTX (6.83B). VTSMX pays higher dividends than MIRTX: VTSMX (1.02) vs MIRTX (0.31). 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 : 18.29 vs. MIRTX (0.17). VTSMX return over 5 years is better than : 73.62 vs. MIRTX (-1.76).
| 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 | 1.814 | 1.679 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.83B | 2.06T | 0% |
| Annual Yield % from dividends | 0.31 | 1.02 | 30% |
| Returns for 1 year | 0.17 | 18.29 | 1% |
| Returns for 3 years | 5.92 | 70.89 | 8% |
| Returns for 5 years | -1.76 | 73.62 | -2% |
| Returns for 10 years | 42.75 | 270.34 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers