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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$35.51
Change+$0.26 (+0.74%)
VolumeN/A
Net Assets34.16M
Vanguard Total Stock Mkt Idx I
Price$163.76
Change+$0.68 (+0.42%)
VolumeN/A
Net Assets2.05T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX commentary
Dec 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MWMZX (34.2M). MWMZX pays higher dividends than VTSMX: MWMZX (1.14) vs VTSMX (1.02). MWMZX was incepted earlier than VTSMX: MWMZX (8 years) vs VTSMX (34 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 : 11.43 vs. MWMZX (-3.46). VTSMX return over 5 years is better than : 77.17 vs. MWMZX (15.10).
| 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 | 34 years | - |
| Gain YTD | 10.710 | 15.489 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 34.2M | 2.05T | 0% |
| Annual Yield % from dividends | 1.14 | 1.02 | 112% |
| Returns for 1 year | -3.46 | 11.43 | -30% |
| Returns for 3 years | 20.69 | 64.40 | 32% |
| Returns for 5 years | 15.10 | 77.17 | 20% |
| Returns for 10 years | N/A | 223.01 | - |
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