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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$32.22
Change+$0.06 (+0.19%)
VolumeN/A
CapitalizationN/A
Vanguard 500 Index Investor
Price$551.24
Change+$2.41 (+0.44%)
VolumeN/A
CapitalizationN/A
MWMZX vs VFINX Comparison Chart
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MWMZX vs. VFINX commentary
Dec 24, 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 Hold and VFINX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.37T vs. MWMZX (32.2M). 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 : 26.11 vs. MWMZX (3.04). VFINX return over 5 years is better than : 86.05 vs. MWMZX (18.32).
| 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 | 2.654 | 25.680 | 10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.2M | 1.37T | 0% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | 3.04 | 26.11 | 12% |
| Returns for 3 years | 1.69 | 26.88 | 6% |
| Returns for 5 years | 18.32 | 86.05 | 21% |
| Returns for 10 years | N/A | 187.38 | - |
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