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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$31.88
Change+$0.32 (+1.01%)
VolumeN/A
Net Assets30.51M
Vanguard 500 Index Admiral
Price$554.95
Change+$5.71 (+1.04%)
VolumeN/A
Net Assets1.43T
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX commentary
Jun 07, 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 (30.5M). 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 : 10.99 vs. MWMIX (-2.79). VFIAX return over 5 years is better than : 85.80 vs. MWMIX (14.06).
| 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 | -1.696 | 1.208 | -140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 1.43T | 0% |
| Annual Yield % from dividends | 1.31 | 1.28 | 103% |
| Returns for 1 year | -2.79 | 10.99 | -25% |
| Returns for 3 years | 6.96 | 42.76 | 16% |
| Returns for 5 years | 14.06 | 85.80 | 16% |
| Returns for 10 years | N/A | 185.59 | - |
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