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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$35.24
Change-$0.39 (-1.09%)
VolumeN/A
Net Assets33.61M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MWMIX (33.6M). MWMIX pays higher dividends than VTSMX: MWMIX (1.17) 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 : 13.42 vs. MWMIX (-2.70). VTSMX return over 5 years is better than : 83.98 vs. MWMIX (20.53).
| 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 | 9.867 | 15.972 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 2.05T | 0% |
| Annual Yield % from dividends | 1.17 | 1.02 | 114% |
| Returns for 1 year | -2.70 | 13.42 | -20% |
| Returns for 3 years | 21.20 | 68.22 | 31% |
| Returns for 5 years | 20.53 | 83.98 | 24% |
| Returns for 10 years | N/A | 235.40 | - |
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