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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$32.75
Change+$0.20 (+0.61%)
VolumeN/A
Net Assets31.53M
Vanguard 500 Index Admiral
Price$571.33
Change+$3.00 (+0.53%)
VolumeN/A
Net Assets1.43T
MWMIX vs VFIAX Comparison Chart in %
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MWMIX vs. VFIAX commentary
Jun 30, 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: 1.43T vs. MWMIX (31.5M). MWMIX (1.31) and VFIAX (1.28) have matching dividends . MWMIX was incepted earlier than VFIAX: MWMIX (8 years) vs VFIAX (25 years). MWMIX (1.56) 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 : 12.62 vs. MWMIX (0.07). VFIAX return over 5 years is better than : 106.03 vs. MWMIX (28.82).
| MWMIX | VFIAX | MWMIX / VFIAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.987 | 5.279 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.5M | 1.43T | 0% |
| Annual Yield % from dividends | 1.31 | 1.28 | 103% |
| Returns for 1 year | 0.07 | 12.62 | 1% |
| Returns for 3 years | 18.40 | 62.20 | 30% |
| Returns for 5 years | 28.82 | 106.03 | 27% |
| Returns for 10 years | N/A | 200.55 | - |
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