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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$32.22
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Admiral
Price$551.15
Change+$2.29 (+0.42%)
VolumeN/A
CapitalizationN/A
MWMZX vs VFIAX Comparison Chart
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MWMZX vs. VFIAX commentary
Dec 24, 2024
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: 1.37T vs. MWMZX (32.2M). 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 : 26.15 vs. MWMZX (3.04). VFIAX return over 5 years is better than : 86.09 vs. MWMZX (18.32).
| 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 | 2.654 | 25.712 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.2M | 1.37T | 0% |
| Annual Yield % from dividends | 0.93 | 1.32 | 70% |
| Returns for 1 year | 3.04 | 26.15 | 12% |
| Returns for 3 years | 1.69 | 26.91 | 6% |
| Returns for 5 years | 18.32 | 86.09 | 21% |
| Returns for 10 years | N/A | 187.42 | - |