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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$32.92
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets32.26M
Vanguard 500 Index Admiral
Price$553.67
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX commentary
Jan 19, 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 Hold and VFIAX is a Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.35T vs. MWMIX (32.3M). 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 : 25.54 vs. MWMIX (5.19). VFIAX return over 5 years is better than : 80.23 vs. MWMIX (16.48).
| 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 | 1.511 | 2.010 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.35T | 0% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | 5.19 | 25.54 | 20% |
| Returns for 3 years | 1.86 | 31.13 | 6% |
| Returns for 5 years | 16.48 | 80.23 | 21% |
| Returns for 10 years | N/A | 196.98 | - |