Interact to see
Advertisement
Advertisement
MWMZX vs VTSAX
MWMZX vs VTSAX Comparison
Open Charts MWMZX vs VTSAX
VanEck Morningstar Wide Moat Z
Price$33.28
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets32.78M
Vanguard Total Stock Mkt Idx Adm
Price$150.01
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MWMZX vs VTSAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWMZX vs. VTSAX commentary
Jul 07, 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 MWMZX is a Buy and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MWMZX (32.8M). MWMZX (1.24) and VTSAX (1.21) have matching dividends . MWMZX was incepted earlier than VTSAX: MWMZX (8 years) vs VTSAX (25 years). MWMZX (1.07) is less costly to investors than VTSAX (0.04). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VTSAX (2.00). MWMZX has a lower initial minimum investment than VTSAX: MWMZX (0) vs VTSAX (3000). VTSAX annual gain was more profitable for investors over the last year : 13.89 vs. MWMZX (4.36). VTSAX return over 5 years is better than : 95.62 vs. MWMZX (28.25).
| MWMZX | VTSAX | MWMZX / VTSAX | |
| 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 | 4.523 | 6.416 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 32.8M | 1.82T | 0% |
| Annual Yield % from dividends | 1.24 | 1.21 | 103% |
| Returns for 1 year | 4.36 | 13.89 | 31% |
| Returns for 3 years | 22.95 | 62.12 | 37% |
| Returns for 5 years | 28.25 | 95.62 | 30% |
| Returns for 10 years | N/A | 198.69 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement