Interact to see
Advertisement
Advertisement
MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$34.07
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets33.65M
Vanguard 500 Index Investor
Price$589.96
Change+$2.36 (+0.40%)
VolumeN/A
Net Assets1.49T
MWMZX vs VFINX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWMZX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.49T vs. MWMZX (33.6M). MWMZX pays higher dividends than VFINX: MWMZX (1.24) vs VFINX (1.12). MWMZX was incepted earlier than VFINX: MWMZX (8 years) vs VFINX (49 years). MWMZX (1.07) is less costly to investors than VFINX (0.14). MWMZX is a more actively managed with annual turnover of: 91.00 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 : 17.93 vs. MWMZX (3.41). VFINX return over 5 years is better than : 98.06 vs. MWMZX (28.96).
| MWMZX | VFINX | MWMZX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | 7.004 | 8.268 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 1.49T | 0% |
| Annual Yield % from dividends | 1.24 | 1.12 | 112% |
| Returns for 1 year | 3.41 | 17.93 | 19% |
| Returns for 3 years | 21.94 | 62.41 | 35% |
| Returns for 5 years | 28.96 | 98.06 | 30% |
| Returns for 10 years | N/A | 204.41 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement