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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$33.58
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets33.31M
Vanguard Total Stock Mkt Idx I
Price$153.12
Change-$0.93 (-0.60%)
VolumeN/A
Net Assets1.91T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX commentary
Aug 20, 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 StrongBuy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. MWMZX (33.3M). MWMZX pays higher dividends than VTSMX: MWMZX (1.21) vs VTSMX (1.09). MWMZX was incepted earlier than VTSMX: MWMZX (8 years) vs VTSMX (33 years). MWMZX (1.07) is less costly to investors than VTSMX (0.14). MWMZX is a more actively managed with annual turnover of: 91.00 vs. VTSMX (2.00). MWMZX has a lower initial minimum investment than VTSMX: MWMZX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 14.18 vs. MWMZX (-2.13). VTSMX return over 5 years is better than : 83.88 vs. MWMZX (23.44).
| MWMZX | VTSMX | MWMZX / VTSMX | |
| Total Expense Ratio | 0.49 | 0.14 | 350% |
| Annual Report Gross Expense Ratio | 1.07 | 0.14 | 764% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 5.465 | 8.642 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.3M | 1.91T | 0% |
| Annual Yield % from dividends | 1.21 | 1.09 | 111% |
| Returns for 1 year | -2.13 | 14.18 | -15% |
| Returns for 3 years | 11.68 | 48.99 | 24% |
| Returns for 5 years | 23.44 | 83.88 | 28% |
| Returns for 10 years | N/A | 219.51 | - |
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