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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$30.34
Change+$0.22 (+0.73%)
VolumeN/A
Net Assets30.2M
Vanguard 500 Index Investor
Price$523.30
Change+$3.51 (+0.68%)
VolumeN/A
Net Assets1.4T
MWMZX vs VFINX Comparison Chart
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MWMZX vs. VFINX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.4T vs. MWMZX (30.2M). MWMZX pays higher dividends than VFINX: MWMZX (1.32) vs VFINX (1.24). MWMZX was incepted earlier than VFINX: MWMZX (7 years) vs VFINX (49 years). MWMZX (1.27) is less costly to investors than VFINX (0.14). 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 : 8.24 vs. MWMZX (-7.11). VFINX return over 5 years is better than : 126.44 vs. MWMZX (46.86).
| MWMZX | VFINX | MWMZX / VFINX | |
| Total Expense Ratio | 0.50 | 0.14 | 357% |
| Annual Report Gross Expense Ratio | 1.27 | 0.14 | 907% |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | -4.711 | -4.234 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.2M | 1.4T | 0% |
| Annual Yield % from dividends | 1.32 | 1.24 | 106% |
| Returns for 1 year | -7.11 | 8.24 | -86% |
| Returns for 3 years | -3.86 | 24.00 | -16% |
| Returns for 5 years | 46.86 | 126.44 | 37% |
| Returns for 10 years | N/A | 173.00 | - |
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