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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$34.48
Change+$0.22 (+0.64%)
VolumeN/A
Net Assets33.32M
Vanguard Total Stock Mkt Idx I
Price$159.25
Change+$0.69 (+0.44%)
VolumeN/A
Net Assets2.02T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX commentary
Oct 20, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.02T vs. MWMZX (33.3M). MWMZX pays higher dividends than VTSMX: MWMZX (1.18) vs VTSMX (1.04). MWMZX was incepted earlier than VTSMX: MWMZX (8 years) vs VTSMX (34 years). MWMZX (1.07) is less costly to investors than VTSMX (0.14). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VTSMX (2.00). MWMZX has a lower initial minimum investment than VTSMX: MWMZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 13.79 vs. MWMZX (-4.25). VTSMX return over 5 years is better than : 84.86 vs. MWMZX (22.55).
| MWMZX | VTSMX | MWMZX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 8 years | 34 years | - |
| Gain YTD | 8.291 | 13.012 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 2.02T | 0% |
| Annual Yield % from dividends | 1.18 | 1.04 | 114% |
| Returns for 1 year | -4.25 | 13.79 | -31% |
| Returns for 3 years | 33.64 | 76.02 | 44% |
| Returns for 5 years | 22.55 | 84.86 | 27% |
| Returns for 10 years | N/A | 225.10 | - |
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