Interact to see
Advertisement
Advertisement
MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
VanEck Morningstar Wide Moat I
Price$34.65
Change-$0.03 (-0.09%)
VolumeN/A
Net Assets33.08M
Vanguard Total Stock Mkt Idx Adm
Price$157.80
Change-$1.10 (-0.69%)
VolumeN/A
Net Assets2.05T
MWMIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWMIX vs. VTSAX commentary
Nov 20, 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: 2.05T vs. MWMIX (33.1M). MWMIX pays higher dividends than VTSAX: MWMIX (1.17) vs VTSAX (1.11). 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 : 12.10 vs. MWMIX (-3.10). VTSAX return over 5 years is better than : 77.92 vs. MWMIX (15.30).
| 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 | 6.846 | 12.746 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.1M | 2.05T | 0% |
| Annual Yield % from dividends | 1.17 | 1.11 | 105% |
| Returns for 1 year | -3.10 | 12.10 | -26% |
| Returns for 3 years | 20.98 | 65.02 | 32% |
| Returns for 5 years | 15.30 | 77.92 | 20% |
| Returns for 10 years | N/A | 216.64 | - |