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MITGX vs VTSMX
MITGX vs VTSMX Comparison
Open Charts MITGX vs VTSMX
MFS Massachusetts Investors Tr R1
Price$34.16
Change+$0.20 (+0.59%)
VolumeN/A
Net Assets6.8B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MITGX vs VTSMX Comparison Chart in %
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MITGX vs. VTSMX commentary
Oct 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 MITGX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MITGX (6.81B). VTSMX pays higher dividends than MITGX: VTSMX (1.04) vs MITGX (0.16). MITGX was incepted earlier than VTSMX: MITGX (21 years) vs VTSMX (34 years). MITGX (1.45) is less costly to investors than VTSMX (0.14). MITGX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITGX has a lower initial minimum investment than VTSMX: MITGX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. MITGX (-6.44). VTSMX return over 5 years is better than : 84.86 vs. MITGX (7.36).
| MITGX | VTSMX | MITGX / VTSMX | |
| Total Expense Ratio | 1.45 | 0.14 | 1,036% |
| Annual Report Gross Expense Ratio | 1.45 | 0.14 | 1,036% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 7.589 | 13.012 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 2.02T | 0% |
| Annual Yield % from dividends | 0.16 | 1.04 | 15% |
| Returns for 1 year | -6.44 | 13.79 | -47% |
| Returns for 3 years | 14.89 | 76.02 | 20% |
| Returns for 5 years | 7.36 | 84.86 | 9% |
| Returns for 10 years | 27.28 | 225.10 | 12% |
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