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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$31.64
Change-$0.24 (-0.75%)
VolumeN/A
Net Assets31.11M
Vanguard 500 Index Investor
Price$555.87
Change-$9.63 (-1.70%)
VolumeN/A
Net Assets1.41T
MWMZX vs VFINX Comparison Chart
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MWMZX vs. VFINX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.41T vs. MWMZX (31.1M). VFINX pays higher dividends than MWMZX: VFINX (1.24) vs MWMZX (0.93). MWMZX was incepted earlier than VFINX: MWMZX (7 years) vs VFINX (49 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 : 18.27 vs. MWMZX (-0.82). VFINX return over 5 years is better than : 80.18 vs. MWMZX (14.29).
| MWMZX | VFINX | MWMZX / VFINX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 49 years | - |
| Gain YTD | -0.628 | 2.400 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 31.1M | 1.41T | 0% |
| Annual Yield % from dividends | 0.93 | 1.24 | 75% |
| Returns for 1 year | -0.82 | 18.27 | -4% |
| Returns for 3 years | 5.13 | 39.78 | 13% |
| Returns for 5 years | 14.29 | 80.18 | 18% |
| Returns for 10 years | N/A | 184.41 | - |