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MITGX vs VSMPX
MITGX vs VSMPX Comparison
Open Charts MITGX vs VSMPX
MFS Massachusetts Investors Tr R1
Price$32.33
Change-$0.45 (-1.37%)
VolumeN/A
Net Assets6.56B
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MITGX vs VSMPX Comparison Chart
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MITGX vs. VSMPX commentary
Jun 16, 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 MITGX is a StrongBuy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MITGX (6.56B). VSMPX pays higher dividends than MITGX: VSMPX (1.29) vs MITGX (0.00). MITGX was incepted earlier than VSMPX: MITGX (20 years) vs VSMPX (10 years). MITGX (1.45) is less costly to investors than VSMPX (0.02). MITGX is a more actively managed with annual turnover of: 25.00 vs. VSMPX (2.00). MITGX has a lower initial minimum investment than VSMPX: MITGX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MITGX (-7.84). VSMPX return over 5 years is better than : 91.46 vs. MITGX (14.47).
| MITGX | VSMPX | MITGX / VSMPX | |
| Total Expense Ratio | 1.45 | 0.02 | 7,250% |
| Annual Report Gross Expense Ratio | 1.45 | 0.02 | 7,250% |
| Fund Existence | 20 years | 10 years | - |
| Gain YTD | 1.635 | 1.374 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.56B | 1.82T | 0% |
| Annual Yield % from dividends | 0.00 | 1.29 | - |
| Returns for 1 year | -7.84 | 10.08 | -78% |
| Returns for 3 years | 5.94 | 57.66 | 10% |
| Returns for 5 years | 14.47 | 91.46 | 16% |
| Returns for 10 years | 16.16 | 170.67 | 9% |
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