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MWMIX vs VSTSX
MWMIX vs VSTSX Comparison
Open Charts MWMIX vs VSTSX
VanEck Morningstar Wide Moat I
Price$33.56
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets32.69M
Vanguard Total Stock Mkt Idx Instl Sel
Price$298.03
Change-$0.27 (-0.09%)
VolumeN/A
Net Assets1.91T
MWMIX vs VSTSX Comparison Chart in %
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MWMIX vs. VSTSX commentary
Aug 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 Hold and VSTSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSTSX has more cash in the bank: 1.91T vs. MWMIX (32.7M). MWMIX (1.22) and VSTSX (1.20) have matching dividends . MWMIX was incepted earlier than VSTSX: MWMIX (8 years) vs VSTSX (9 years). MWMIX (1.56) is less costly to investors than VSTSX (0.01). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VSTSX (2.00). MWMIX has a lower initial minimum investment than VSTSX: MWMIX (1000000) vs VSTSX (5000000000). VSTSX annual gain was more profitable for investors over the last year : 21.80 vs. MWMIX (1.72). VSTSX return over 5 years is better than : 84.04 vs. MWMIX (21.90).
| MWMIX | VSTSX | MWMIX / VSTSX | |
| Total Expense Ratio | 0.59 | 0.01 | 5,900% |
| Annual Report Gross Expense Ratio | 1.56 | 0.01 | 15,600% |
| Fund Existence | 8 years | 9 years | - |
| Gain YTD | 3.392 | 7.468 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 1.91T | 0% |
| Annual Yield % from dividends | 1.22 | 1.20 | 102% |
| Returns for 1 year | 1.72 | 21.80 | 8% |
| Returns for 3 years | 9.81 | 50.27 | 20% |
| Returns for 5 years | 21.90 | 84.04 | 26% |
| Returns for 10 years | N/A | N/A | - |