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MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$28.38
Change+$0.18 (+0.64%)
VolumeN/A
Net Assets27.81M
Vanguard 500 Index Investor
Price$487.72
Change+$0.65 (+0.13%)
VolumeN/A
Net Assets1.32T
MWMIX vs VFINX Comparison Chart
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MWMIX vs. VFINX commentary
Apr 18, 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 Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.32T vs. MWMIX (27.8M). MWMIX pays higher dividends than VFINX: MWMIX (1.33) vs VFINX (1.24). MWMIX was incepted earlier than VFINX: MWMIX (7 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: 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 : 5.09 vs. MWMIX (-10.39). VFINX return over 5 years is better than : 83.59 vs. MWMIX (17.54).
| 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 | 7 years | 49 years | - |
| Gain YTD | -12.488 | -10.262 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.8M | 1.32T | 0% |
| Annual Yield % from dividends | 1.33 | 1.24 | 107% |
| Returns for 1 year | -10.39 | 5.09 | -204% |
| Returns for 3 years | -8.34 | 20.21 | -41% |
| Returns for 5 years | 17.54 | 83.59 | 21% |
| Returns for 10 years | N/A | 151.62 | - |
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