MWMIX
Price
$33.78
Change
+$0.15 (+0.45%)
Updated
Jan 14 closing price
Net Assets
36.29M
VTSMX
Price
$165.91
Change
-$0.74 (-0.44%)
Updated
Jan 14 closing price
Net Assets
2.06T
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MWMIX vs VTSMX

Header iconMWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMXBanner chart's image
VanEck Morningstar Wide Moat I
Price$33.78
Change+$0.15 (+0.45%)
VolumeN/A
Net Assets36.29M
Vanguard Total Stock Mkt Idx I
Price$165.91
Change-$0.74 (-0.44%)
VolumeN/A
Net Assets2.06T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX 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 VTSMX is a Hold.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MWMIX (36.3M). MWMIX pays higher dividends than VTSMX: MWMIX (1.15) vs VTSMX (1.02). MWMIX was incepted earlier than VTSMX: MWMIX (8 years) vs VTSMX (34 years). MWMIX (1.56) is less costly to investors than VTSMX (0.14). MWMIX is a more actively managed with annual turnover of: 91.00 vs. VTSMX (2.00). VTSMX has a lower initial minimum investment than MWMIX: VTSMX (3000) vs MWMIX (1000000). VTSMX annual gain was more profitable for investors over the last year : 18.29 vs. MWMIX (5.62). VTSMX return over 5 years is better than : 73.62 vs. MWMIX (10.55).
MWMIXVTSMXMWMIX / VTSMX
Total Expense Ratio0.590.14421%
Annual Report Gross Expense Ratio1.560.141,114%
Fund Existence8 years34 years-
Gain YTD3.1281.679186%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets36.3M2.06T0%
Annual Yield % from dividends1.151.02113%
Returns for 1 year5.6218.2931%
Returns for 3 years23.4570.8933%
Returns for 5 years10.5573.6214%
Returns for 10 yearsN/A270.34-
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