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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$30.61
Change+$0.38 (+1.26%)
VolumeN/A
Net Assets29.43M
Vanguard 500 Index Admiral
Price$523.02
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX 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 VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MWMIX (29.4M). MWMIX (1.36) and VFIAX (1.36) have matching dividends . MWMIX was incepted earlier than VFIAX: MWMIX (8 years) vs VFIAX (25 years). MWMIX (1.96) is less costly to investors than VFIAX (0.04). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VFIAX (2.00). VFIAX has a lower initial minimum investment than MWMIX: VFIAX (3000) vs MWMIX (1000000). VFIAX annual gain was more profitable for investors over the last year : 8.60 vs. MWMIX (-6.75). VFIAX return over 5 years is better than : 92.14 vs. MWMIX (23.06).
| MWMIX | VFIAX | MWMIX / VFIAX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 1.96 | 0.04 | 4,900% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -5.612 | -4.178 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 1.34T | 0% |
| Annual Yield % from dividends | 1.36 | 1.36 | 100% |
| Returns for 1 year | -6.75 | 8.60 | -79% |
| Returns for 3 years | 7.42 | 41.15 | 18% |
| Returns for 5 years | 23.06 | 92.14 | 25% |
| Returns for 10 years | N/A | 167.68 | - |
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