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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$33.53
Change-$0.15 (-0.45%)
VolumeN/A
Net Assets33.23M
Vanguard Total Stock Mkt Idx I
Price$154.00
Change-$0.41 (-0.27%)
VolumeN/A
Net Assets1.91T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX 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 VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MWMZX (33.2M). MWMZX pays higher dividends than VTSMX: MWMZX (1.21) vs VTSMX (1.09). MWMZX was incepted earlier than VTSMX: MWMZX (8 years) vs VTSMX (33 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 : 16.21 vs. MWMZX (-1.45). VTSMX return over 5 years is better than : 85.82 vs. MWMZX (22.45).
| 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 | 33 years | - |
| Gain YTD | 5.308 | 9.266 | 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 | 1.09 | 111% |
| Returns for 1 year | -1.45 | 16.21 | -9% |
| Returns for 3 years | 7.70 | 46.80 | 16% |
| Returns for 5 years | 22.45 | 85.82 | 26% |
| Returns for 10 years | N/A | 202.54 | - |
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