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MWMZX vs VSMPX
MWMZX vs VSMPX Comparison
Open Charts MWMZX vs VSMPX
VanEck Morningstar Wide Moat Z
Price$30.58
Change-$0.75 (-2.39%)
VolumeN/A
Net Assets30.89M
Vanguard Total Stock Mkt Idx Instl Pls
Price$261.94
Change-$4.62 (-1.73%)
VolumeN/A
Net Assets1.72T
MWMZX vs VSMPX Comparison Chart
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MWMZX vs. VSMPX commentary
May 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 Buy and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.72T vs. MWMZX (30.9M). VSMPX (1.37) and MWMZX (1.35) have matching dividends . MWMZX was incepted earlier than VSMPX: MWMZX (8 years) vs VSMPX (10 years). MWMZX (1.07) is less costly to investors than VSMPX (0.02). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VSMPX (2.00). MWMZX has a lower initial minimum investment than VSMPX: MWMZX (0) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 11.10 vs. MWMZX (-7.49). VSMPX return over 5 years is better than : 96.40 vs. MWMZX (23.64).
| MWMZX | VSMPX | MWMZX / VSMPX | |
| Total Expense Ratio | 0.49 | 0.02 | 2,450% |
| Annual Report Gross Expense Ratio | 1.07 | 0.02 | 5,350% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -3.957 | 0.781 | -507% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.9M | 1.72T | 0% |
| Annual Yield % from dividends | 1.35 | 1.37 | 98% |
| Returns for 1 year | -7.49 | 11.10 | -67% |
| Returns for 3 years | 9.98 | 49.92 | 20% |
| Returns for 5 years | 23.64 | 96.40 | 25% |
| Returns for 10 years | N/A | 166.44 | - |
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