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MWMIX vs VFFSX
MWMIX vs VFFSX Comparison
Open Charts MWMIX vs VFFSX
VanEck Morningstar Wide Moat I
Price$32.46
Change-$4.44 (-12.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Institutional Select
Price$288.09
Change-$8.75 (-2.95%)
VolumeN/A
CapitalizationN/A
MWMIX vs VFFSX Comparison Chart
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MWMIX vs. VFFSX 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 MWMIX is a Hold and VFFSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.37T vs. MWMIX (33.1M). VFFSX pays higher dividends than MWMIX: VFFSX (1.33) vs MWMIX (0.69). MWMIX was incepted earlier than VFFSX: MWMIX (7 years) vs VFFSX (8 years). MWMIX is a more actively managed with annual turnover of: 73.00 vs. VFFSX (2.00). MWMIX has a lower initial minimum investment than VFFSX: MWMIX (1000000) vs VFFSX (5000000000). VFFSX annual gain was more profitable for investors over the last year : 27.66 vs. MWMIX (9.48). VFFSX return over 5 years is better than : 88.73 vs. MWMIX (21.50).
| MWMIX | VFFSX | MWMIX / VFFSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 8 years | - |
| Gain YTD | 14.100 | 27.330 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 1.37T | 0% |
| Annual Yield % from dividends | 0.69 | 1.33 | 52% |
| Returns for 1 year | 9.48 | 27.66 | 34% |
| Returns for 3 years | 2.13 | 31.05 | 7% |
| Returns for 5 years | 21.50 | 88.73 | 24% |
| Returns for 10 years | N/A | N/A | - |
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