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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$30.34
Change+$0.22 (+0.73%)
VolumeN/A
Net Assets30.2M
Vanguard 500 Index Admiral
Price$523.21
Change+$3.51 (+0.68%)
VolumeN/A
Net Assets1.4T
MWMZX vs VFIAX Comparison Chart
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MWMZX vs. VFIAX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.4T vs. MWMZX (30.2M). VFIAX (1.35) and MWMZX (1.32) have matching dividends . MWMZX was incepted earlier than VFIAX: MWMZX (7 years) vs VFIAX (24 years). MWMZX (1.27) is less costly to investors than VFIAX (0.04). 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 : 8.25 vs. MWMZX (-7.11). VFIAX return over 5 years is better than : 126.43 vs. MWMZX (46.86).
| MWMZX | VFIAX | MWMZX / VFIAX | |
| Total Expense Ratio | 0.50 | 0.04 | 1,250% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | -4.711 | -4.235 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 1.4T | 0% |
| Annual Yield % from dividends | 1.32 | 1.35 | 98% |
| Returns for 1 year | -7.11 | 8.25 | -86% |
| Returns for 3 years | -3.86 | 23.99 | -16% |
| Returns for 5 years | 46.86 | 126.43 | 37% |
| Returns for 10 years | N/A | 172.98 | - |