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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$34.14
Change+$0.02 (+0.06%)
VolumeN/A
Net Assets33.23M
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Aug 20, 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 Hold and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MWMIX (33.2M). MWMIX pays higher dividends than VTSMX: MWMIX (1.22) vs VTSMX (1.09). 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 : 16.00 vs. MWMIX (-1.59). VTSMX return over 5 years is better than : 85.57 vs. MWMIX (23.14).
| MWMIX | VTSMX | MWMIX / VTSMX | |
| Total Expense Ratio | 0.59 | 0.14 | 421% |
| Annual Report Gross Expense Ratio | 1.56 | 0.14 | 1,114% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 5.273 | 9.302 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.2M | 1.91T | 0% |
| Annual Yield % from dividends | 1.22 | 1.09 | 112% |
| Returns for 1 year | -1.59 | 16.00 | -10% |
| Returns for 3 years | 11.67 | 49.89 | 23% |
| Returns for 5 years | 23.14 | 85.57 | 27% |
| Returns for 10 years | N/A | 221.45 | - |