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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$33.28
Change+$0.12 (+0.36%)
VolumeN/A
Net Assets32.78M
Vanguard Total Stock Mkt Idx I
Price$149.99
Change+$1.28 (+0.86%)
VolumeN/A
Net Assets1.82T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX 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 VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MWMZX (32.8M). MWMZX pays higher dividends than VTSMX: MWMZX (1.24) vs VTSMX (1.12). 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 : 13.89 vs. MWMZX (4.36). VTSMX return over 5 years is better than : 95.59 vs. MWMZX (28.25).
| 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 | 4.523 | 6.421 | 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 | 1.12 | 111% |
| Returns for 1 year | 4.36 | 13.89 | 31% |
| Returns for 3 years | 22.95 | 62.08 | 37% |
| Returns for 5 years | 28.25 | 95.59 | 30% |
| Returns for 10 years | N/A | 198.05 | - |
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