MWMIX
Price
$33.88
Change
+$0.13 (+0.39%)
Updated
Jul 3 closing price
Net Assets
32.78M
VTSMX
Price
$149.99
Change
+$1.28 (+0.86%)
Updated
Jul 3 closing price
Net Assets
1.82T
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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$33.88
Change+$0.13 (+0.39%)
VolumeN/A
Net Assets32.78M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX 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 VTSMX is a Buy.

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FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MWMIX (32.8M). MWMIX pays higher dividends than VTSMX: MWMIX (1.26) vs VTSMX (1.12). MWMIX was incepted earlier than VTSMX: MWMIX (8 years) vs VTSMX (33 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 : 13.89 vs. MWMIX (4.44). VTSMX return over 5 years is better than : 95.59 vs. MWMIX (28.44).
MWMIXVTSMXMWMIX / VTSMX
Total Expense Ratio0.590.14421%
Annual Report Gross Expense Ratio1.560.141,114%
Fund Existence8 years33 years-
Gain YTD4.4716.42170%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets32.8M1.82T0%
Annual Yield % from dividends1.261.12112%
Returns for 1 year4.4413.8932%
Returns for 3 years23.0962.0837%
Returns for 5 years28.4495.5930%
Returns for 10 yearsN/A198.05-
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