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MWMIX vs VITSX
MWMIX vs VITSX Comparison
Open Charts MWMIX vs VITSX
VanEck Morningstar Wide Moat I
Price$31.82
Change-$0.57 (-1.76%)
VolumeN/A
Net Assets30.49M
Vanguard Total Stock Market Idx I
Price$142.93
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MWMIX vs VITSX Comparison Chart
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MWMIX vs. VITSX commentary
Jun 16, 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 MWMIX is a Hold and VITSX is a Buy.
FUNDAMENTALS
Fundamentals
VITSX has more cash in the bank: 1.82T vs. MWMIX (30.5M). MWMIX (1.31) and VITSX (1.29) have matching dividends . MWMIX was incepted earlier than VITSX: MWMIX (8 years) vs VITSX (28 years). MWMIX (1.56) is less costly to investors than VITSX (0.03). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VITSX (2.00). MWMIX has a lower initial minimum investment than VITSX: MWMIX (1000000) vs VITSX (5000000). VITSX annual gain was more profitable for investors over the last year : 10.06 vs. MWMIX (-1.70). VITSX return over 5 years is better than : 91.41 vs. MWMIX (21.37).
| MWMIX | VITSX | MWMIX / VITSX | |
| Total Expense Ratio | 0.59 | 0.03 | 1,967% |
| Annual Report Gross Expense Ratio | 1.56 | 0.03 | 5,200% |
| Fund Existence | 8 years | 28 years | - |
| Gain YTD | -1.881 | 1.365 | -138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 1.82T | 0% |
| Annual Yield % from dividends | 1.31 | 1.29 | 101% |
| Returns for 1 year | -1.70 | 10.06 | -17% |
| Returns for 3 years | 19.00 | 57.62 | 33% |
| Returns for 5 years | 21.37 | 91.41 | 23% |
| Returns for 10 years | N/A | 179.47 | - |
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