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MWMIX vs VSMPX
MWMIX vs VSMPX Comparison
Open Charts MWMIX vs VSMPX
VanEck Morningstar Wide Moat I
Price$34.14
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets33.23M
Vanguard Total Stock Mkt Idx Instl Pls
Price$287.36
Change-$1.75 (-0.61%)
VolumeN/A
Net Assets1.91T
MWMIX vs VSMPX Comparison Chart in %
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MWMIX vs. VSMPX commentary
Aug 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 MWMIX is a Hold and VSMPX is a Buy.
FUNDAMENTALS
Fundamentals
VSMPX has more cash in the bank: 1.91T vs. MWMIX (33.2M). MWMIX (1.22) and VSMPX (1.20) 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 : 16.02 vs. MWMIX (-1.59). VSMPX return over 5 years is better than : 85.65 vs. MWMIX (23.14).
| 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 | 5.273 | 9.322 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 1.91T | 0% |
| Annual Yield % from dividends | 1.22 | 1.20 | 102% |
| Returns for 1 year | -1.59 | 16.02 | -10% |
| Returns for 3 years | 11.67 | 49.97 | 23% |
| Returns for 5 years | 23.14 | 85.65 | 27% |
| Returns for 10 years | N/A | 211.95 | - |
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