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MIRTX vs VTSMX
MIRTX vs VTSMX Comparison
Open Charts MIRTX vs VTSMX
MFS Massachusetts Investors Tr R2
Price$35.66
Change+$0.38 (+1.08%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx I
Price$161.05
Change+$1.80 (+1.13%)
VolumeN/A
Net Assets2.02T
MIRTX vs VTSMX Comparison Chart in %
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MIRTX vs. VTSMX commentary
Oct 21, 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: 2.02T vs. MIRTX (6.84B). VTSMX pays higher dividends than MIRTX: VTSMX (1.04) 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 : 13.79 vs. MIRTX (-5.57). VTSMX return over 5 years is better than : 84.86 vs. MIRTX (11.28).
| 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 | 8.103 | 13.012 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.84B | 2.02T | 0% |
| Annual Yield % from dividends | 0.37 | 1.04 | 36% |
| Returns for 1 year | -5.57 | 13.79 | -40% |
| Returns for 3 years | 17.60 | 76.02 | 23% |
| Returns for 5 years | 11.28 | 84.86 | 13% |
| Returns for 10 years | 35.66 | 225.10 | 16% |
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