Ad is loading...
MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$32.92
Change+$0.18 (+0.55%)
VolumeN/A
Net Assets32.26M
Vanguard 500 Index Investor
Price$553.73
Change+$5.49 (+1.00%)
VolumeN/A
Net Assets1.35T
MWMIX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWMIX vs. VFINX 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 VFINX is a Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.35T vs. MWMIX (32.3M). VFINX pays higher dividends than MWMIX: VFINX (1.24) vs MWMIX (0.69). MWMIX was incepted earlier than VFINX: MWMIX (7 years) vs VFINX (48 years). MWMIX is a more actively managed with annual turnover of: 73.00 vs. VFINX (2.00). VFINX has a lower initial minimum investment than MWMIX: VFINX (0) vs MWMIX (1000000). VFINX annual gain was more profitable for investors over the last year : 25.53 vs. MWMIX (5.19). VFINX return over 5 years is better than : 80.24 vs. MWMIX (16.48).
| MWMIX | VFINX | MWMIX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | 1.511 | 2.006 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.3M | 1.35T | 0% |
| Annual Yield % from dividends | 0.69 | 1.24 | 56% |
| Returns for 1 year | 5.19 | 25.53 | 20% |
| Returns for 3 years | 1.86 | 31.14 | 6% |
| Returns for 5 years | 16.48 | 80.24 | 21% |
| Returns for 10 years | N/A | 197.00 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...