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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$36.49
Change+$0.43 (+1.19%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.85
Change+$1.93 (+0.35%)
VolumeN/A
CapitalizationN/A
MWMZX vs VFINX Comparison Chart
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MWMZX vs. VFINX commentary
Nov 23, 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 Buy and VFINX is a StrongSell.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.28T vs. MWMZX (33.9M). VFINX pays higher dividends than MWMZX: VFINX (1.24) vs MWMZX (0.93). MWMZX was incepted earlier than VFINX: MWMZX (7 years) vs VFINX (48 years). MWMZX is a more actively managed with annual turnover of: 73.00 vs. VFINX (2.00). MWMZX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 31.03 vs. MWMZX (19.60). VFINX return over 5 years is better than : 91.91 vs. MWMZX (25.42).
| MWMZX | VFINX | MWMZX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 48 years | - |
| Gain YTD | 14.857 | 25.449 | 58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.9M | 1.28T | 0% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | 19.60 | 31.03 | 63% |
| Returns for 3 years | 0.97 | 27.30 | 4% |
| Returns for 5 years | 25.42 | 91.91 | 28% |
| Returns for 10 years | N/A | 190.34 | - |
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