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MWMIX vs VTSAX
MWMIX vs VTSAX Comparison
Open Charts MWMIX vs VTSAX
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.
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).
| 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 | 4.471 | 6.416 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 1.82T | 0% |
| Annual Yield % from dividends | 1.26 | 1.21 | 104% |
| Returns for 1 year | 4.44 | 13.89 | 32% |
| Returns for 3 years | 23.09 | 62.12 | 37% |
| Returns for 5 years | 28.44 | 95.62 | 30% |
| Returns for 10 years | N/A | 198.69 | - |
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