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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$31.64
Change-$0.24 (-0.75%)
VolumeN/A
Net Assets31.11M
Vanguard 500 Index Admiral
Price$555.86
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MWMZX vs VFIAX Comparison Chart
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MWMZX vs. VFIAX commentary
Feb 23, 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 Hold and VFIAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.41T vs. MWMZX (31.1M). VFIAX pays higher dividends than MWMZX: VFIAX (1.32) vs MWMZX (0.93). MWMZX was incepted earlier than VFIAX: MWMZX (7 years) vs VFIAX (24 years). MWMZX is a more actively managed with annual turnover of: 73.00 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 : 18.28 vs. MWMZX (-0.82). VFIAX return over 5 years is better than : 80.17 vs. MWMZX (14.29).
| MWMZX | VFIAX | MWMZX / VFIAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -0.628 | 2.414 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 1.41T | 0% |
| Annual Yield % from dividends | 0.93 | 1.32 | 70% |
| Returns for 1 year | -0.82 | 18.28 | -4% |
| Returns for 3 years | 5.13 | 39.78 | 13% |
| Returns for 5 years | 14.29 | 80.17 | 18% |
| Returns for 10 years | N/A | 184.37 | - |
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