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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$30.55
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets30.09M
Vanguard 500 Index Admiral
Price$539.98
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MWMZX vs VFIAX Comparison Chart
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MWMZX vs. VFIAX commentary
May 24, 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 MWMZX is a Buy and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.34T vs. MWMZX (30.1M). VFIAX (1.36) and MWMZX (1.35) have matching dividends . MWMZX was incepted earlier than VFIAX: MWMZX (8 years) vs VFIAX (25 years). MWMZX (1.07) is less costly to investors than VFIAX (0.04). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VFIAX (2.00). MWMZX has a lower initial minimum investment than VFIAX: MWMZX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 10.16 vs. MWMZX (-7.55). VFIAX return over 5 years is better than : 97.64 vs. MWMZX (23.64).
| MWMZX | VFIAX | MWMZX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -3.957 | -0.456 | 868% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 1.34T | 0% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | -7.55 | 10.16 | -74% |
| Returns for 3 years | 8.74 | 47.12 | 19% |
| Returns for 5 years | 23.64 | 97.64 | 24% |
| Returns for 10 years | N/A | 175.09 | - |
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