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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$31.26
Change-$0.56 (-1.76%)
VolumeN/A
Net Assets31.05M
Vanguard 500 Index Admiral
Price$552.96
Change-$6.22 (-1.11%)
VolumeN/A
Net Assets1.43T
MWMZX vs VFIAX Comparison Chart
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MWMZX vs. VFIAX commentary
Jun 14, 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 Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.43T vs. MWMZX (31M). MWMZX (1.30) and VFIAX (1.28) 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 : 11.28 vs. MWMZX (0.03). VFIAX return over 5 years is better than : 98.56 vs. MWMZX (23.39).
| 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 | -0.063 | 3.040 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.43T | 0% |
| Annual Yield % from dividends | 1.30 | 1.28 | 102% |
| Returns for 1 year | 0.03 | 11.28 | 0% |
| Returns for 3 years | 21.01 | 61.80 | 34% |
| Returns for 5 years | 23.39 | 98.56 | 24% |
| Returns for 10 years | N/A | 188.39 | - |
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