MWMIX
Price
$34.68
Change
+$0.09 (+0.26%)
Updated
Jul 25 closing price
Net Assets
33.75M
VTSMX
Price
$152.62
Change
+$0.67 (+0.44%)
Updated
Jul 25 closing price
Net Assets
1.91T
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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$34.68
Change+$0.09 (+0.26%)
VolumeN/A
Net Assets33.75M
Vanguard Total Stock Mkt Idx I
Price$152.62
Change+$0.67 (+0.44%)
VolumeN/A
Net Assets1.91T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Jul 28, 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: 1.91T vs. MWMIX (33.8M). 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 : 17.75 vs. MWMIX (3.47). VTSMX return over 5 years is better than : 93.51 vs. MWMIX (29.11).
MWMIXVTSMXMWMIX / VTSMX
Total Expense Ratio0.590.14421%
Annual Report Gross Expense Ratio1.560.141,114%
Fund Existence8 years33 years-
Gain YTD6.9388.28784%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets33.8M1.91T0%
Annual Yield % from dividends1.261.12112%
Returns for 1 year3.4717.7520%
Returns for 3 years22.0460.6036%
Returns for 5 years29.1193.5131%
Returns for 10 yearsN/A200.97-
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