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MWMIX vs VTSMX
MWMIX vs VTSMX Comparison
Open Charts MWMIX vs VTSMX
VanEck Morningstar Wide Moat I
Price$32.57
Change-$2.54 (-7.23%)
VolumeN/A
Net Assets35.07M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
MWMIX vs VTSMX Comparison Chart in %
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MWMIX vs. VTSMX commentary
Feb 04, 2026
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: 2.06T vs. MWMIX (35.1M). MWMIX pays higher dividends than VTSMX: MWMIX (1.14) vs VTSMX (1.00). 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 : 14.79 vs. MWMIX (-0.34). VTSMX return over 5 years is better than : 68.19 vs. MWMIX (7.44).
| 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 | -0.123 | 1.373 | -9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 2.06T | 0% |
| Annual Yield % from dividends | 1.14 | 1.00 | 114% |
| Returns for 1 year | -0.34 | 14.79 | -2% |
| Returns for 3 years | 12.51 | 63.99 | 20% |
| Returns for 5 years | 7.44 | 68.19 | 11% |
| Returns for 10 years | N/A | 270.18 | - |