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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$40.02
Change-$0.65 (-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
MITDX vs VTSMX Comparison Chart in %
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MITDX 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 MITDX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MITDX (6.84B). VTSMX pays higher dividends than MITDX: VTSMX (1.02) vs MITDX (0.74). MITDX was incepted earlier than VTSMX: MITDX (21 years) vs VTSMX (34 years). MITDX (0.45) is less costly to investors than VTSMX (0.14). MITDX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITDX has a lower initial minimum investment than VTSMX: MITDX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.42 vs. MITDX (-3.43). VTSMX return over 5 years is better than : 83.98 vs. MITDX (17.98).
| MITDX | VTSMX | MITDX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 11.885 | 15.972 | 74% |
| 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 | 0.74 | 1.02 | 73% |
| Returns for 1 year | -3.43 | 13.42 | -26% |
| Returns for 3 years | 18.12 | 68.22 | 27% |
| Returns for 5 years | 17.98 | 83.98 | 21% |
| Returns for 10 years | 56.77 | 235.40 | 24% |
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