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MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$31.56
Change-$0.19 (-0.60%)
VolumeN/A
Net Assets30.68M
Vanguard 500 Index Investor
Price$549.25
Change-$2.87 (-0.52%)
VolumeN/A
Net Assets1.43T
MWMIX vs VFINX Comparison Chart
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MWMIX vs. VFINX commentary
Jun 06, 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: 1.43T vs. MWMIX (30.7M). MWMIX pays higher dividends than VFINX: MWMIX (1.31) vs VFINX (1.18). 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 : 11.55 vs. MWMIX (-3.22). VFINX return over 5 years is better than : 86.79 vs. MWMIX (13.59).
| 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 | -2.097 | 1.723 | -122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.7M | 1.43T | 0% |
| Annual Yield % from dividends | 1.31 | 1.18 | 111% |
| Returns for 1 year | -3.22 | 11.55 | -28% |
| Returns for 3 years | 7.72 | 44.88 | 17% |
| Returns for 5 years | 13.59 | 86.79 | 16% |
| Returns for 10 years | N/A | 187.24 | - |
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