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MWMZX vs VFINX
MWMZX vs VFINX Comparison
Open Charts MWMZX vs VFINX
VanEck Morningstar Wide Moat Z
Price$31.92
Change-$2.58 (-7.48%)
VolumeN/A
Net Assets35.07M
Vanguard 500 Index Investor
Price$639.09
Change+$17.24 (+2.77%)
VolumeN/A
Net Assets1.47T
MWMZX vs VFINX Comparison Chart in %
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MWMZX vs. VFINX 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 VFINX is a Buy.
FUNDAMENTALS
Fundamentals
VFINX has more cash in the bank: 1.48T vs. MWMZX (35.1M). MWMZX pays higher dividends than VFINX: MWMZX (1.24) vs VFINX (1.01). MWMZX was incepted earlier than VFINX: MWMZX (8 years) vs VFINX (49 years). MWMZX (1.07) is less costly to investors than VFINX (0.14). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VFINX (2.00). MWMZX (0) and VFINX (0) have matching initial minimum investment requirements. VFINX annual gain was more profitable for investors over the last year : 15.48 vs. MWMZX (-0.46). VFINX return over 5 years is better than : 78.93 vs. MWMZX (7.15).
| MWMZX | VFINX | MWMZX / VFINX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 8 years | 49 years | - |
| Gain YTD | -0.094 | 1.131 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 1.48T | 0% |
| Annual Yield % from dividends | 1.24 | 1.01 | 123% |
| Returns for 1 year | -0.46 | 15.48 | -3% |
| Returns for 3 years | 12.33 | 67.54 | 18% |
| Returns for 5 years | 7.15 | 78.93 | 9% |
| Returns for 10 years | N/A | 268.63 | - |
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