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MWMIX vs VFFSX
MWMIX vs VFFSX Comparison
Open Charts MWMIX vs VFFSX
VanEck Morningstar Wide Moat I
Price$30.61
Change+$0.38 (+1.26%)
VolumeN/A
Net Assets29.43M
Vanguard 500 Index Institutional Select
Price$277.30
Change+$1.59 (+0.58%)
VolumeN/A
Net Assets1.33T
MWMIX vs VFFSX Comparison Chart
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MWMIX vs. VFFSX commentary
May 09, 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 MWMIX is a Buy and VFFSX is a Buy.
FUNDAMENTALS
Fundamentals
VFFSX has more cash in the bank: 1.34T vs. MWMIX (29.4M). VFFSX (1.37) and MWMIX (1.36) have matching dividends . MWMIX was incepted earlier than VFFSX: MWMIX (8 years) vs VFFSX (9 years). MWMIX (1.96) is less costly to investors than VFFSX (0.01). MWMIX is a more actively managed with annual turnover of: 91.00 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 : 8.61 vs. MWMIX (-6.75). VFFSX return over 5 years is better than : 92.26 vs. MWMIX (23.06).
| MWMIX | VFFSX | MWMIX / VFFSX | |
| Total Expense Ratio | 0.60 | 0.01 | 6,000% |
| Annual Report Gross Expense Ratio | 1.96 | 0.01 | 19,600% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | -5.612 | -4.171 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 1.34T | 0% |
| Annual Yield % from dividends | 1.36 | 1.37 | 99% |
| Returns for 1 year | -6.75 | 8.61 | -78% |
| Returns for 3 years | 7.42 | 41.23 | 18% |
| Returns for 5 years | 23.06 | 92.26 | 25% |
| Returns for 10 years | N/A | N/A | - |