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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$34.86
Change+$0.16 (+0.46%)
VolumeN/A
Net Assets32.99M
Vanguard Total Stock Mkt Idx I
Price$159.09
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets2.02T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MWMIX (33M). MWMIX pays higher dividends than VTSMX: MWMIX (1.19) vs VTSMX (1.04). MWMIX was incepted earlier than VTSMX: MWMIX (8 years) vs VTSMX (33 years). MWMIX (1.56) is less costly to investors than VTSMX (0.14). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MWMIX: VTSMX (3000) vs MWMIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 13.52 vs. MWMIX (-4.70). VTSMX return over 5 years is better than : 84.61 vs. MWMIX (22.28).
| MWMIX | VTSMX | MWMIX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 7.493 | 12.920 | 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 | 1.04 | 115% |
| Returns for 1 year | -4.70 | 13.52 | -35% |
| Returns for 3 years | 38.79 | 82.87 | 47% |
| Returns for 5 years | 22.28 | 84.61 | 26% |
| Returns for 10 years | N/A | 224.52 | - |
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