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MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
VanEck Morningstar Wide Moat I
Price$33.56
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets32.69M
Vanguard Total Stock Mkt Idx Adm
Price$151.34
Change-$0.14 (-0.09%)
VolumeN/A
Net Assets1.91T
MWMIX vs VTSAX Comparison Chart in %
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MWMIX vs. VTSAX 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MWMIX (32.7M). MWMIX (1.22) and VTSAX (1.18) have matching dividends . MWMIX was incepted earlier than VTSAX: MWMIX (8 years) vs VTSAX (25 years). MWMIX (1.56) is less costly to investors than VTSAX (0.04). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MWMIX: VTSAX (3000) vs MWMIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 21.78 vs. MWMIX (1.72). VTSAX return over 5 years is better than : 83.94 vs. MWMIX (21.90).
| MWMIX | VTSAX | MWMIX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.392 | 7.459 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.7M | 1.91T | 0% |
| Annual Yield % from dividends | 1.22 | 1.18 | 103% |
| Returns for 1 year | 1.72 | 21.78 | 8% |
| Returns for 3 years | 9.81 | 50.18 | 20% |
| Returns for 5 years | 21.90 | 83.94 | 26% |
| Returns for 10 years | N/A | 197.46 | - |