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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
Aug 04, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.67T vs. MWMIX (37.2M). MWMIX (1.11) and VFIAX (1.06) have matching dividends . 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 : 18.19 vs. MWMIX (1.61). VFIAX return over 5 years is better than : 70.57 vs. MWMIX (-4.20).
| 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 | 4.262 | 9.464 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 1.67T | 0% |
| Annual Yield % from dividends | 1.11 | 1.06 | 105% |
| Returns for 1 year | 1.61 | 18.19 | 9% |
| Returns for 3 years | 5.80 | 63.87 | 9% |
| Returns for 5 years | -4.20 | 70.57 | -6% |
| Returns for 10 years | N/A | 247.71 | - |
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