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MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$33.61
Change-$0.10 (-0.30%)
VolumeN/A
Net Assets32.65M
Vanguard 500 Index Investor
Price$581.43
Change-$0.02 (-0.00%)
VolumeN/A
Net Assets1.49T
MWMIX vs VFINX Comparison Chart in %
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MWMIX vs. VFINX commentary
Jul 21, 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 Buy and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MWMIX (32.7M). MWMIX pays higher dividends than VFINX: MWMIX (1.26) vs VFINX (1.12). MWMIX was incepted earlier than VFINX: MWMIX (8 years) vs VFINX (49 years). MWMIX (1.56) is less costly to investors than VFINX (0.14). MWMIX is a more actively managed with annual turnover of: 91.00 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 : 13.64 vs. MWMIX (0.78). VFINX return over 5 years is better than : 95.45 vs. MWMIX (24.81).
| MWMIX | VFINX | MWMIX / VFINX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | 3.639 | 7.131 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 1.49T | 0% |
| Annual Yield % from dividends | 1.26 | 1.12 | 113% |
| Returns for 1 year | 0.78 | 13.64 | 6% |
| Returns for 3 years | 17.55 | 60.09 | 29% |
| Returns for 5 years | 24.81 | 95.45 | 26% |
| Returns for 10 years | N/A | 197.56 | - |
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