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MWMIX vs VFIAX
MWMIX vs VFIAX Comparison
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MWMIX vs VFIAX Comparison Chart in %
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MWMIX vs. VFIAX commentary
Jun 24, 2026
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: 1.7T vs. MWMIX (35.2M). MWMIX pays higher dividends than VFIAX: MWMIX (1.15) vs VFIAX (1.02). MWMIX was incepted earlier than VFIAX: MWMIX (9 years) vs VFIAX (26 years). MWMIX (1.88) is less costly to investors than VFIAX (0.04). MWMIX is a more actively managed with annual turnover of: 85.00 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 : 24.06 vs. MWMIX (0.56). VFIAX return over 5 years is better than : 75.29 vs. MWMIX (-8.67).
| MWMIX | VFIAX | MWMIX / VFIAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 1.88 | 0.04 | 4,700% |
| Fund Existence | 9 years | 26 years | - |
| Gain YTD | -2.545 | 9.438 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.2M | 1.7T | 0% |
| Annual Yield % from dividends | 1.15 | 1.02 | 113% |
| Returns for 1 year | 0.56 | 24.06 | 2% |
| Returns for 3 years | 5.03 | 71.97 | 7% |
| Returns for 5 years | -8.67 | 75.29 | -12% |
| Returns for 10 years | N/A | 268.60 | - |
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