FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
MWMIX
Price
$32.46
Change
-$4.44 (-12.03%)
Updated
Dec 18 closing price
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FXAIX vs MWMIX

Header iconFXAIX vs MWMIX Comparison
Open Charts FXAIX vs MWMIXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
VanEck Morningstar Wide Moat I
Price$32.46
Change-$4.44 (-12.03%)
VolumeN/A
CapitalizationN/A
FXAIX vs MWMIX Comparison Chart
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FXAIX vs. MWMIX commentary
Dec 19, 2024

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 FXAIX is a StrongBuy and MWMIX is a Hold.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. MWMIX (33.1M). FXAIX pays higher dividends than MWMIX: FXAIX (1.31) vs MWMIX (0.69). FXAIX was incepted earlier than MWMIX: FXAIX (14 years) vs MWMIX (7 years). MWMIX is a more actively managed with annual turnover of: 73.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than MWMIX: FXAIX (0) vs MWMIX (1000000). FXAIX annual gain was more profitable for investors over the last year : 29.40 vs. MWMIX (9.48). FXAIX return over 5 years is better than : 104.23 vs. MWMIX (21.50).
FXAIXMWMIXFXAIX / MWMIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years7 years-
Gain YTD28.55014.100202%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets632B33.1M1,909,366%
Annual Yield % from dividends1.310.69190%
Returns for 1 year29.409.48310%
Returns for 3 years37.142.131,742%
Returns for 5 years104.2321.50485%
Returns for 10 years217.91N/A-
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