Ad is loading...
FXAIX vs MWMIX
FXAIX vs MWMIX Comparison
Open Charts FXAIX vs MWMIX
VanEck Morningstar Wide Moat I
Price$30.52
Change+$0.52 (+1.73%)
VolumeN/A
Net Assets29.15M
FXAIX vs MWMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. MWMIX commentary
May 03, 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 FXAIX is a Buy and MWMIX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. MWMIX (29.2M). MWMIX (1.36) and FXAIX (1.34) have matching dividends . FXAIX was incepted earlier than MWMIX: FXAIX (14 years) vs MWMIX (7 years). MWMIX (1.96) is less costly to investors than FXAIX (0.01). MWMIX is a more actively managed with annual turnover of: 91.00 vs. FXAIX (2.00). 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 : 12.14 vs. MWMIX (-7.04). FXAIX return over 5 years is better than : 113.67 vs. MWMIX (24.69).
| FXAIX | MWMIX | FXAIX / MWMIX | |
| Total Expense Ratio | 0.01 | 0.60 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 1.96 | 1% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -4.344 | -7.493 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 594B | 29.2M | 2,034,247% |
| Annual Yield % from dividends | 1.34 | 1.36 | 98% |
| Returns for 1 year | 12.14 | -7.04 | -172% |
| Returns for 3 years | 40.50 | 0.68 | 5,917% |
| Returns for 5 years | 113.67 | 24.69 | 460% |
| Returns for 10 years | 193.47 | N/A | - |