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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$37.17
Change+$0.20 (+0.54%)
VolumeN/A
Net Assets35.34M
Vanguard Total Stock Mkt Idx I
Price$165.34
Change+$0.49 (+0.30%)
VolumeN/A
Net Assets2.06T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Dec 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MWMIX (35.3M). 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 : 12.68 vs. MWMIX (0.63). VTSMX return over 5 years is better than : 79.30 vs. MWMIX (18.89).
| 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 | 34 years | - |
| Gain YTD | 14.616 | 17.334 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.3M | 2.06T | 0% |
| Annual Yield % from dividends | 1.15 | 1.02 | 113% |
| Returns for 1 year | 0.63 | 12.68 | 5% |
| Returns for 3 years | 27.32 | 70.77 | 39% |
| Returns for 5 years | 18.89 | 79.30 | 24% |
| Returns for 10 years | N/A | 240.48 | - |
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