Interact to see
Advertisement
Advertisement
MWMZX vs VTSAX
MWMZX vs VTSAX Comparison
Open Charts MWMZX vs VTSAX
VanEck Morningstar Wide Moat Z
Price$31.26
Change-$0.56 (-1.76%)
VolumeN/A
Net Assets30.49M
Vanguard Total Stock Mkt Idx Adm
Price$142.91
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MWMZX vs VTSAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
MWMZX vs. VTSAX commentary
Jun 16, 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 Hold and VTSAX is a Buy.
FUNDAMENTALS
Fundamentals
VTSAX has more cash in the bank: 1.82T vs. MWMZX (30.5M). MWMZX (1.30) and VTSAX (1.28) 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 : 10.07 vs. MWMZX (-1.73). VTSAX return over 5 years is better than : 91.40 vs. MWMZX (21.22).
| 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 | -1.822 | 1.365 | -133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 1.82T | 0% |
| Annual Yield % from dividends | 1.30 | 1.28 | 101% |
| Returns for 1 year | -1.73 | 10.07 | -17% |
| Returns for 3 years | 18.88 | 57.61 | 33% |
| Returns for 5 years | 21.22 | 91.40 | 23% |
| Returns for 10 years | N/A | 179.53 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ASRAX | 8.14 | -0.06 | -0.73% |
| Invesco Global Real Estate Income A | |||
| VGSNX | 19.71 | -0.19 | -0.95% |
| Vanguard Real Estate Index Institutional | |||
| AASCX | 29.71 | -0.43 | -1.43% |
| Thrivent Mid Cap Stock A | |||
| SPSAX | 18.42 | -0.33 | -1.76% |
| Sterling Capital Behav Sm Cp Val Eq A | |||
| UOPIX | 113.52 | -2.99 | -2.57% |
| ProFunds UltraNASDAQ-100 Inv | |||