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MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$30.61
Change+$0.38 (+1.26%)
VolumeN/A
Net Assets29.43M
Vanguard 500 Index Investor
Price$523.06
Change+$3.01 (+0.58%)
VolumeN/A
Net Assets1.33T
MWMIX vs VFINX Comparison Chart
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MWMIX vs. VFINX commentary
May 09, 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: 1.34T vs. MWMIX (29.4M). MWMIX pays higher dividends than VFINX: MWMIX (1.36) vs VFINX (1.25). MWMIX was incepted earlier than VFINX: MWMIX (8 years) vs VFINX (49 years). MWMIX (1.96) 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 : 8.59 vs. MWMIX (-6.75). VFINX return over 5 years is better than : 92.15 vs. MWMIX (23.06).
| MWMIX | VFINX | MWMIX / VFINX | |
| Total Expense Ratio | 0.60 | 0.14 | 429% |
| Annual Report Gross Expense Ratio | 1.96 | 0.14 | 1,400% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | -5.612 | -4.186 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.4M | 1.34T | 0% |
| Annual Yield % from dividends | 1.36 | 1.25 | 109% |
| Returns for 1 year | -6.75 | 8.59 | -79% |
| Returns for 3 years | 7.42 | 41.15 | 18% |
| Returns for 5 years | 23.06 | 92.15 | 25% |
| Returns for 10 years | N/A | 167.70 | - |
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