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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$34.07
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets33.65M
Vanguard 500 Index Admiral
Price$589.89
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MWMZX vs VFIAX Comparison Chart in %
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MWMZX vs. VFIAX commentary
Jul 27, 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: 1.49T vs. MWMZX (33.6M). MWMZX (1.24) and VFIAX (1.21) 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 : 17.93 vs. MWMZX (3.41). VFIAX return over 5 years is better than : 98.06 vs. MWMZX (28.96).
| 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 | 7.004 | 8.273 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 1.49T | 0% |
| Annual Yield % from dividends | 1.24 | 1.21 | 103% |
| Returns for 1 year | 3.41 | 17.93 | 19% |
| Returns for 3 years | 21.94 | 62.42 | 35% |
| Returns for 5 years | 28.96 | 98.06 | 30% |
| Returns for 10 years | N/A | 204.37 | - |