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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$30.55
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets30.09M
Vanguard 500 Index Investor
Price$540.00
Change-$0.23 (-0.04%)
VolumeN/A
Net Assets1.33T
MWMZX vs VFINX Comparison Chart
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MWMZX vs. VFINX commentary
May 24, 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: 1.34T vs. MWMZX (30.1M). MWMZX pays higher dividends than VFINX: MWMZX (1.35) vs VFINX (1.25). 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 : 10.16 vs. MWMZX (-7.55). VFINX return over 5 years is better than : 97.65 vs. MWMZX (23.64).
| 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 | -3.957 | -0.468 | 846% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.1M | 1.34T | 0% |
| Annual Yield % from dividends | 1.35 | 1.25 | 108% |
| Returns for 1 year | -7.55 | 10.16 | -74% |
| Returns for 3 years | 8.74 | 47.12 | 19% |
| Returns for 5 years | 23.64 | 97.65 | 24% |
| Returns for 10 years | N/A | 175.11 | - |
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