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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$33.28
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets32.78M
Vanguard 500 Index Investor
Price$579.67
Change+$4.88 (+0.85%)
VolumeN/A
Net Assets1.43T
MWMZX vs VFINX Comparison Chart in %
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MWMZX vs. VFINX commentary
Jul 05, 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: 1.43T vs. MWMZX (32.8M). MWMZX pays higher dividends than VFINX: MWMZX (1.24) vs VFINX (1.12). 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 : 13.50 vs. MWMZX (4.36). VFINX return over 5 years is better than : 100.85 vs. MWMZX (28.25).
| 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 | 4.523 | 6.806 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 1.43T | 0% |
| Annual Yield % from dividends | 1.24 | 1.12 | 112% |
| Returns for 1 year | 4.36 | 13.50 | 32% |
| Returns for 3 years | 22.95 | 64.34 | 36% |
| Returns for 5 years | 28.25 | 100.85 | 28% |
| Returns for 10 years | N/A | 204.03 | - |
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