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MWMIX vs VFINX
MWMIX vs VFINX Comparison
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MWMIX vs VFINX Comparison Chart in %
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MWMIX vs. VFINX commentary
Aug 04, 2026
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: 1.67T vs. MWMIX (37.2M). MWMIX pays higher dividends than VFINX: MWMIX (1.11) vs VFINX (0.97). MWMIX was incepted earlier than VFINX: MWMIX (9 years) vs VFINX (50 years). MWMIX (1.88) is less costly to investors than VFINX (0.14). MWMIX is a more actively managed with annual turnover of: 85.00 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 : 18.18 vs. MWMIX (1.61). VFINX return over 5 years is better than : 70.57 vs. MWMIX (-4.20).
| MWMIX | VFINX | MWMIX / VFINX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 1.88 | 0.14 | 1,343% |
| Fund Existence | 9 years | 50 years | - |
| Gain YTD | 4.262 | 9.459 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.2M | 1.67T | 0% |
| Annual Yield % from dividends | 1.11 | 0.97 | 115% |
| Returns for 1 year | 1.61 | 18.18 | 9% |
| Returns for 3 years | 5.80 | 63.86 | 9% |
| Returns for 5 years | -4.20 | 70.57 | -6% |
| Returns for 10 years | N/A | 247.72 | - |
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