MWMIX
Price
$33.88
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
32.78M
VTSAX
Price
$150.01
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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MWMIX vs VTSAX

Header iconMWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAXBanner chart's image
VanEck Morningstar Wide Moat I
Price$33.88
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets32.78M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MWMIX vs VTSAX Comparison Chart in %
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MWMIX vs. VTSAX commentary
Jul 07, 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 Buy and VTSAX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MWMIX (32.8M). MWMIX (1.26) and VTSAX (1.21) have matching dividends . MWMIX was incepted earlier than VTSAX: MWMIX (8 years) vs VTSAX (25 years). MWMIX (1.56) is less costly to investors than VTSAX (0.04). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VTSAX (2.00). VTSAX has a lower initial minimum investment than MWMIX: VTSAX (3000) vs MWMIX (1000000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. MWMIX (4.44). VTSAX return over 5 years is better than : 95.62 vs. MWMIX (28.44).
MWMIXVTSAXMWMIX / VTSAX
Total Expense Ratio0.590.041,475%
Annual Report Gross Expense Ratio1.560.043,900%
Fund Existence8 years25 years-
Gain YTD4.4716.41670%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets32.8M1.82T0%
Annual Yield % from dividends1.261.21104%
Returns for 1 year4.4413.8932%
Returns for 3 years23.0962.1237%
Returns for 5 years28.4495.6230%
Returns for 10 yearsN/A198.69-
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