Interact to see
Advertisement
Advertisement
MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
VanEck Morningstar Wide Moat I
Price$36.89
Change-$0.28 (-0.75%)
VolumeN/A
Net Assets35.07M
Vanguard Total Stock Mkt Idx Adm
Price$163.56
Change-$1.84 (-1.11%)
VolumeN/A
Net Assets2.06T
MWMIX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWMIX vs. VTSAX commentary
Dec 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. MWMIX (35.1M). MWMIX (1.15) and VTSAX (1.11) 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 : 12.69 vs. MWMIX (0.63). VTSAX return over 5 years is better than : 79.34 vs. MWMIX (18.89).
| MWMIX | VTSAX | MWMIX / VTSAX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 1.56 | 0.04 | 3,900% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 14.616 | 17.358 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 2.06T | 0% |
| Annual Yield % from dividends | 1.15 | 1.11 | 104% |
| Returns for 1 year | 0.63 | 12.69 | 5% |
| Returns for 3 years | 27.32 | 70.82 | 39% |
| Returns for 5 years | 18.89 | 79.34 | 24% |
| Returns for 10 years | N/A | 241.23 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement