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MWMZX vs VTSAX
MWMZX vs VTSAX Comparison
Open Charts MWMZX vs VTSAX
VanEck Morningstar Wide Moat Z
Price$33.53
Change-$0.15 (-0.45%)
VolumeN/A
Net Assets33.23M
Vanguard Total Stock Mkt Idx Adm
Price$154.04
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MWMZX vs VTSAX Comparison Chart in %
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MWMZX vs. VTSAX commentary
Aug 17, 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 VTSAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.91T vs. MWMZX (33.2M). MWMZX (1.21) and VTSAX (1.18) have matching dividends . MWMZX was incepted earlier than VTSAX: MWMZX (8 years) vs VTSAX (25 years). MWMZX (1.07) is less costly to investors than VTSAX (0.04). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VTSAX (2.00). MWMZX has a lower initial minimum investment than VTSAX: MWMZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 16.22 vs. MWMZX (-1.45). VTSAX return over 5 years is better than : 85.86 vs. MWMZX (22.45).
| MWMZX | VTSAX | MWMZX / VTSAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 5.308 | 9.275 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 1.91T | 0% |
| Annual Yield % from dividends | 1.21 | 1.18 | 102% |
| Returns for 1 year | -1.45 | 16.22 | -9% |
| Returns for 3 years | 7.70 | 46.82 | 16% |
| Returns for 5 years | 22.45 | 85.86 | 26% |
| Returns for 10 years | N/A | 203.17 | - |
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