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MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
VanEck Morningstar Wide Moat I
Price$34.86
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets32.99M
Vanguard Total Stock Mkt Idx Adm
Price$159.12
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets2.02T
MWMIX vs VTSAX Comparison Chart in %
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MWMIX vs. VTSAX commentary
Oct 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.02T vs. MWMIX (33M). MWMIX pays higher dividends than VTSAX: MWMIX (1.19) vs VTSAX (1.13). 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 : 13.54 vs. MWMIX (-4.70). VTSAX return over 5 years is better than : 84.65 vs. MWMIX (22.28).
| 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 | 7.493 | 12.924 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33M | 2.02T | 0% |
| Annual Yield % from dividends | 1.19 | 1.13 | 105% |
| Returns for 1 year | -4.70 | 13.54 | -35% |
| Returns for 3 years | 38.79 | 82.90 | 47% |
| Returns for 5 years | 22.28 | 84.65 | 26% |
| Returns for 10 years | N/A | 225.30 | - |
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