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MWMZX vs VTSAX
MWMZX vs VTSAX Comparison
Open Charts MWMZX vs VTSAX
VanEck Morningstar Wide Moat Z
Price$30.06
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets29.77M
Vanguard Total Stock Mkt Idx Adm
Price$135.32
Change-$0.08 (-0.06%)
VolumeN/A
Net Assets1.72T
MWMZX vs VTSAX Comparison Chart
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MWMZX vs. VTSAX commentary
May 10, 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 VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.72T vs. MWMZX (29.8M). VTSAX (1.36) and MWMZX (1.35) have matching dividends . MWMZX was incepted earlier than VTSAX: MWMZX (8 years) vs VTSAX (25 years). MWMZX (1.27) 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 : 8.02 vs. MWMZX (-7.57). VTSAX return over 5 years is better than : 89.30 vs. MWMZX (22.90).
| MWMZX | VTSAX | MWMZX / VTSAX | |
| Total Expense Ratio | 0.50 | 0.04 | 1,250% |
| Annual Report Gross Expense Ratio | 1.27 | 0.04 | 3,175% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -5.590 | -3.962 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.8M | 1.72T | 0% |
| Annual Yield % from dividends | 1.35 | 1.36 | 99% |
| Returns for 1 year | -7.57 | 8.02 | -94% |
| Returns for 3 years | 7.81 | 40.17 | 19% |
| Returns for 5 years | 22.90 | 89.30 | 26% |
| Returns for 10 years | N/A | 165.99 | - |
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