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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$32.46
Change-$4.44 (-12.03%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$543.40
Change-$16.50 (-2.95%)
VolumeN/A
CapitalizationN/A
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX 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 VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.37T vs. MWMIX (33.1M). VFIAX pays higher dividends than MWMIX: VFIAX (1.32) vs MWMIX (0.69). MWMIX was incepted earlier than VFIAX: MWMIX (7 years) vs VFIAX (24 years). MWMIX is a more actively managed with annual turnover of: 73.00 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 : 27.64 vs. MWMIX (9.48). VFIAX return over 5 years is better than : 88.64 vs. MWMIX (21.50).
| MWMIX | VFIAX | MWMIX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 14.100 | 27.303 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 1.37T | 0% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | 9.48 | 27.64 | 34% |
| Returns for 3 years | 2.13 | 30.99 | 7% |
| Returns for 5 years | 21.50 | 88.64 | 24% |
| Returns for 10 years | N/A | 193.66 | - |
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