Interact to see
Advertisement
Advertisement
MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$31.26
Change-$0.56 (-1.76%)
VolumeN/A
Net Assets31.05M
Vanguard 500 Index Investor
Price$552.95
Change-$6.23 (-1.11%)
VolumeN/A
Net Assets1.43T
MWMZX vs VFINX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWMZX vs. VFINX commentary
Jun 14, 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 Hold and VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.43T vs. MWMZX (31M). MWMZX pays higher dividends than VFINX: MWMZX (1.30) vs VFINX (1.18). 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 : 11.28 vs. MWMZX (0.03). VFINX return over 5 years is better than : 98.57 vs. MWMZX (23.39).
| 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 | -0.063 | 3.023 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31M | 1.43T | 0% |
| Annual Yield % from dividends | 1.30 | 1.18 | 110% |
| Returns for 1 year | 0.03 | 11.28 | 0% |
| Returns for 3 years | 21.01 | 61.81 | 34% |
| Returns for 5 years | 23.39 | 98.57 | 24% |
| Returns for 10 years | N/A | 188.42 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement