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MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
VanEck Morningstar Wide Moat I
Price$33.78
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx Adm
Price$165.95
Change-$0.73 (-0.44%)
VolumeN/A
Net Assets2.06T
MWMIX vs VTSAX Comparison Chart in %
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MWMIX vs. VTSAX commentary
Jan 15, 2026
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 VTSAX is a Hold.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 2.06T vs. MWMIX (36.3M). 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 : 18.30 vs. MWMIX (5.62). VTSAX return over 5 years is better than : 73.66 vs. MWMIX (10.55).
| 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 | 3.128 | 1.685 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3M | 2.06T | 0% |
| Annual Yield % from dividends | 1.15 | 1.11 | 104% |
| Returns for 1 year | 5.62 | 18.30 | 31% |
| Returns for 3 years | 23.45 | 70.93 | 33% |
| Returns for 5 years | 10.55 | 73.66 | 14% |
| Returns for 10 years | N/A | 271.16 | - |
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