Interact to see
Advertisement
Advertisement
MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$38.81
Change-$0.13 (-0.33%)
VolumeN/A
Net Assets6.83B
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MITDX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MITDX 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 MITDX is a StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MITDX (6.83B). VTSMX pays higher dividends than MITDX: VTSMX (1.09) vs MITDX (0.77). 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 : 16.21 vs. MITDX (-1.54). VTSMX return over 5 years is better than : 85.82 vs. MITDX (21.11).
| 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 | 6.768 | 9.266 | 73% |
| 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 | 0.77 | 1.09 | 71% |
| Returns for 1 year | -1.54 | 16.21 | -10% |
| Returns for 3 years | 5.65 | 46.80 | 12% |
| Returns for 5 years | 21.11 | 85.82 | 25% |
| Returns for 10 years | 42.84 | 202.54 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement