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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
Jun 24, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.7T vs. MWMIX (35.2M). MWMIX pays higher dividends than VFINX: MWMIX (1.15) vs VFINX (0.93). 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 : 24.06 vs. MWMIX (0.56). VFINX return over 5 years is better than : 75.29 vs. MWMIX (-8.67).
| 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 | -2.545 | 9.418 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.2M | 1.7T | 0% |
| Annual Yield % from dividends | 1.15 | 0.93 | 124% |
| Returns for 1 year | 0.56 | 24.06 | 2% |
| Returns for 3 years | 5.03 | 71.96 | 7% |
| Returns for 5 years | -8.67 | 75.29 | -12% |
| Returns for 10 years | N/A | 268.55 | - |
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