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MWMIX vs VFINX
MWMIX vs VFINX Comparison
Open Charts MWMIX vs VFINX
VanEck Morningstar Wide Moat I
Price$36.05
Change-$0.68 (-1.85%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$542.53
Change-$7.19 (-1.31%)
VolumeN/A
CapitalizationN/A
MWMIX vs VFINX Comparison Chart
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MWMIX vs. VFINX commentary
Nov 18, 2024
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 StrongSell and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. MWMIX (33.2M). 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 : 30.22 vs. MWMIX (17.56). VFINX return over 5 years is better than : 88.12 vs. MWMIX (21.58).
| 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 | 11.472 | 23.331 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 1.28T | 0% |
| Annual Yield % from dividends | 0.69 | 1.24 | 56% |
| Returns for 1 year | 17.56 | 30.22 | 58% |
| Returns for 3 years | -3.29 | 24.93 | -13% |
| Returns for 5 years | 21.58 | 88.12 | 24% |
| Returns for 10 years | N/A | 187.66 | - |