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FXAIX vs MWMZX
FXAIX vs MWMZX Comparison
Open Charts FXAIX vs MWMZX
VanEck Morningstar Wide Moat Z
Price$28.64
Change-$1.70 (-5.60%)
VolumeN/A
Net Assets30.43M
FXAIX vs MWMZX Comparison Chart
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FXAIX vs. MWMZX commentary
Apr 04, 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 Hold and MWMZX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. MWMZX (30.4M). MWMZX (1.32) and FXAIX (1.30) have matching dividends . FXAIX was incepted earlier than MWMZX: FXAIX (14 years) vs MWMZX (7 years). MWMZX (1.27) is less costly to investors than FXAIX (0.01). MWMZX is a more actively managed with annual turnover of: 73.00 vs. FXAIX (2.00). FXAIX (0) and MWMZX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 10.29 vs. MWMZX (-6.77). FXAIX return over 5 years is better than : 146.07 vs. MWMZX (46.86).
| FXAIX | MWMZX | FXAIX / MWMZX | |
| Total Expense Ratio | 0.01 | 0.50 | 3% |
| Annual Report Gross Expense Ratio | 0.01 | 1.27 | 1% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -3.262 | -4.711 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 30.4M | 1,967,105% |
| Annual Yield % from dividends | 1.30 | 1.32 | 99% |
| Returns for 1 year | 10.29 | -6.77 | -152% |
| Returns for 3 years | 29.57 | -4.65 | -636% |
| Returns for 5 years | 146.07 | 46.86 | 312% |
| Returns for 10 years | 197.24 | N/A | - |
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