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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$36.60
Change+$0.47 (+1.30%)
VolumeN/A
Net Assets34.87M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Dec 04, 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 StrongBuy and VTSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MWMIX (34.9M). 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 : 11.43 vs. MWMIX (-3.43). VTSMX return over 5 years is better than : 77.17 vs. MWMIX (15.22).
| 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 | 10.577 | 15.489 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.9M | 2.05T | 0% |
| Annual Yield % from dividends | 1.15 | 1.02 | 113% |
| Returns for 1 year | -3.43 | 11.43 | -30% |
| Returns for 3 years | 20.78 | 64.40 | 32% |
| Returns for 5 years | 15.22 | 77.17 | 20% |
| Returns for 10 years | N/A | 223.01 | - |
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