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MITGX vs VTSMX
MITGX vs VTSMX Comparison
Open Charts MITGX vs VTSMX
MFS Massachusetts Investors Tr R1
Price$33.66
Change-$0.23 (-0.68%)
VolumeN/A
Net Assets6.81B
Vanguard Total Stock Mkt Idx I
Price$155.50
Change-$0.31 (-0.20%)
VolumeN/A
Net Assets1.95T
MITGX vs VTSMX Comparison Chart in %
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MITGX vs. VTSMX commentary
Sep 08, 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.95T vs. MITGX (6.81B). VTSMX pays higher dividends than MITGX: VTSMX (1.07) vs MITGX (0.16). MITGX was incepted earlier than VTSMX: MITGX (20 years) vs VTSMX (33 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 : 18.03 vs. MITGX (-3.62). VTSMX return over 5 years is better than : 84.94 vs. MITGX (8.29).
| 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 | 20 years | 33 years | - |
| Gain YTD | 6.015 | 10.330 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.81B | 1.95T | 0% |
| Annual Yield % from dividends | 0.16 | 1.07 | 15% |
| Returns for 1 year | -3.62 | 18.03 | -20% |
| Returns for 3 years | 8.83 | 63.63 | 14% |
| Returns for 5 years | 8.29 | 84.94 | 10% |
| Returns for 10 years | 27.75 | 224.15 | 12% |
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