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MWMIX vs VSMPX
MWMIX vs VSMPX Comparison
Open Charts MWMIX vs VSMPX
VanEck Morningstar Wide Moat I
Price$31.82
Change-$0.57 (-1.76%)
VolumeN/A
Net Assets30.49M
Vanguard Total Stock Mkt Idx Instl Pls
Price$268.13
Change-$3.17 (-1.17%)
VolumeN/A
Net Assets1.82T
MWMIX vs VSMPX Comparison Chart
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MWMIX vs. VSMPX 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 VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.82T vs. MWMIX (30.5M). MWMIX (1.31) and VSMPX (1.29) have matching dividends . MWMIX was incepted earlier than VSMPX: MWMIX (8 years) vs VSMPX (10 years). MWMIX (1.56) is less costly to investors than VSMPX (0.02). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VSMPX (2.00). MWMIX has a lower initial minimum investment than VSMPX: MWMIX (1000000) vs VSMPX (100000000). VSMPX annual gain was more profitable for investors over the last year : 10.08 vs. MWMIX (-1.70). VSMPX return over 5 years is better than : 91.46 vs. MWMIX (21.37).
| MWMIX | VSMPX | MWMIX / VSMPX | |
| Total Expense Ratio | 0.59 | 0.02 | 2,950% |
| Annual Report Gross Expense Ratio | 1.56 | 0.02 | 7,800% |
| Fund Existence | 8 years | 10 years | - |
| Gain YTD | -1.881 | 1.374 | -137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| 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 | 10.08 | -17% |
| Returns for 3 years | 19.00 | 57.66 | 33% |
| Returns for 5 years | 21.37 | 91.46 | 23% |
| Returns for 10 years | N/A | 170.67 | - |
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