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MWMZX vs VFIAX
MWMZX vs VFIAX Comparison
Open Charts MWMZX vs VFIAX
VanEck Morningstar Wide Moat Z
Price$31.92
Change-$2.58 (-7.48%)
VolumeN/A
Net Assets35.07M
Vanguard 500 Index Admiral
Price$639.05
Change+$17.29 (+2.78%)
VolumeN/A
Net Assets1.47T
MWMZX vs VFIAX Comparison Chart in %
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MWMZX vs. VFIAX 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 MWMZX is a Hold and VFIAX is a Buy.
FUNDAMENTALS
Fundamentals
VFIAX has more cash in the bank: 1.48T vs. MWMZX (35.1M). MWMZX pays higher dividends than VFIAX: MWMZX (1.24) vs VFIAX (1.10). MWMZX was incepted earlier than VFIAX: MWMZX (8 years) vs VFIAX (25 years). MWMZX (1.07) is less costly to investors than VFIAX (0.04). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VFIAX (2.00). MWMZX has a lower initial minimum investment than VFIAX: MWMZX (0) vs VFIAX (3000). VFIAX annual gain was more profitable for investors over the last year : 15.49 vs. MWMZX (-0.46). VFIAX return over 5 years is better than : 78.94 vs. MWMZX (7.15).
| MWMZX | VFIAX | MWMZX / VFIAX | |
| Total Expense Ratio | 0.49 | 0.04 | 1,225% |
| Annual Report Gross Expense Ratio | 1.07 | 0.04 | 2,675% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -0.094 | 1.141 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 1.48T | 0% |
| Annual Yield % from dividends | 1.24 | 1.10 | 112% |
| Returns for 1 year | -0.46 | 15.49 | -3% |
| Returns for 3 years | 12.33 | 67.56 | 18% |
| Returns for 5 years | 7.15 | 78.94 | 9% |
| Returns for 10 years | N/A | 268.61 | - |
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