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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$39.75
Change+$0.16 (+0.40%)
VolumeN/A
Net Assets6.9B
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MITDX vs VTSMX Comparison Chart in %
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MITDX vs. VTSMX commentary
Jul 28, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MITDX (6.9B). VTSMX pays higher dividends than MITDX: VTSMX (1.12) vs MITDX (0.64). MITDX was incepted earlier than VTSMX: MITDX (20 years) vs VTSMX (33 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 : 17.75 vs. MITDX (1.84). VTSMX return over 5 years is better than : 93.51 vs. MITDX (27.63).
| MITDX | VTSMX | MITDX / VTSMX | |
| Total Expense Ratio | 0.45 | 0.14 | 321% |
| Annual Report Gross Expense Ratio | 0.45 | 0.14 | 321% |
| Fund Existence | 20 years | 33 years | - |
| Gain YTD | 8.964 | 8.287 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.9B | 1.91T | 0% |
| Annual Yield % from dividends | 0.64 | 1.12 | 57% |
| Returns for 1 year | 1.84 | 17.75 | 10% |
| Returns for 3 years | 14.78 | 60.60 | 24% |
| Returns for 5 years | 27.63 | 93.51 | 30% |
| Returns for 10 years | 46.75 | 200.97 | 23% |
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