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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
Open Charts MWMIX vs VFIAX
VanEck Morningstar Wide Moat I
Price$28.38
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets27.81M
Vanguard 500 Index Admiral
Price$487.66
Change+$0.66 (+0.14%)
VolumeN/A
Net Assets1.32T
MWMIX vs VFIAX Comparison Chart
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MWMIX vs. VFIAX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.32T vs. MWMIX (27.8M). VFIAX (1.35) and MWMIX (1.33) have matching dividends . MWMIX was incepted earlier than VFIAX: MWMIX (7 years) vs VFIAX (24 years). MWMIX (1.96) is less costly to investors than VFIAX (0.04). 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 : 5.09 vs. MWMIX (-10.39). VFIAX return over 5 years is better than : 83.58 vs. MWMIX (17.54).
| MWMIX | VFIAX | MWMIX / VFIAX | |
| Total Expense Ratio | 0.60 | 0.04 | 1,500% |
| Annual Report Gross Expense Ratio | 1.96 | 0.04 | 4,900% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -12.488 | -10.261 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 1.32T | 0% |
| Annual Yield % from dividends | 1.33 | 1.35 | 99% |
| Returns for 1 year | -10.39 | 5.09 | -204% |
| Returns for 3 years | -8.34 | 20.21 | -41% |
| Returns for 5 years | 17.54 | 83.58 | 21% |
| Returns for 10 years | N/A | 151.59 | - |
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