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MITDX vs VTSMX
MITDX vs VTSMX Comparison
Open Charts MITDX vs VTSMX
MFS Massachusetts Investors Tr R4
Price$39.54
Change+$0.24 (+0.61%)
VolumeN/A
Net Assets6.84B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MITDX vs VTSMX Comparison Chart in %
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MITDX vs. VTSMX commentary
Oct 19, 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: 2.02T vs. MITDX (6.84B). VTSMX pays higher dividends than MITDX: VTSMX (1.04) vs MITDX (0.75). 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 : 13.79 vs. MITDX (-3.64). VTSMX return over 5 years is better than : 84.86 vs. MITDX (18.75).
| 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 | 8.776 | 13.012 | 67% |
| 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 | 0.75 | 1.04 | 72% |
| Returns for 1 year | -3.64 | 13.79 | -26% |
| Returns for 3 years | 22.99 | 76.02 | 30% |
| Returns for 5 years | 18.75 | 84.86 | 22% |
| Returns for 10 years | 51.36 | 225.10 | 23% |
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