Interact to see
Advertisement
Advertisement
MITHX vs VTSMX
MITHX vs VTSMX Comparison
Open Charts MITHX vs VTSMX
MFS Massachusetts Investors Tr R3
Price$38.16
Change+$0.23 (+0.61%)
VolumeN/A
Net Assets6.8B
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MITHX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MITHX 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 MITHX is a Buy and VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MITHX (6.81B). VTSMX pays higher dividends than MITHX: VTSMX (1.04) vs MITHX (0.55). MITHX was incepted earlier than VTSMX: MITHX (21 years) vs VTSMX (34 years). MITHX (0.70) is less costly to investors than VTSMX (0.14). MITHX is a more actively managed with annual turnover of: 25.00 vs. VTSMX (2.00). MITHX has a lower initial minimum investment than VTSMX: MITHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. MITHX (-4.32). VTSMX return over 5 years is better than : 84.86 vs. MITHX (15.87).
| MITHX | VTSMX | MITHX / VTSMX | |
| Total Expense Ratio | 0.70 | 0.14 | 500% |
| Annual Report Gross Expense Ratio | 0.70 | 0.14 | 500% |
| Fund Existence | 21 years | 34 years | - |
| Gain YTD | 8.495 | 13.012 | 65% |
| 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 | 0.55 | 1.04 | 53% |
| Returns for 1 year | -4.32 | 13.79 | -31% |
| Returns for 3 years | 21.00 | 76.02 | 28% |
| Returns for 5 years | 15.87 | 84.86 | 19% |
| Returns for 10 years | 45.00 | 225.10 | 20% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement