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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$32.22
Change-$0.24 (-0.74%)
VolumeN/A
Net Assets31.11M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MWMIX (31.1M). 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 : 18.28 vs. MWMIX (-0.77). VFIAX return over 5 years is better than : 80.17 vs. MWMIX (14.46).
| 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 | -0.648 | 2.414 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 1.41T | 0% |
| Annual Yield % from dividends | 0.69 | 1.32 | 52% |
| Returns for 1 year | -0.77 | 18.28 | -4% |
| Returns for 3 years | 5.22 | 39.78 | 13% |
| Returns for 5 years | 14.46 | 80.17 | 18% |
| Returns for 10 years | N/A | 184.37 | - |
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