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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$32.30
Change+$0.15 (+0.47%)
VolumeN/A
Net Assets35.07M
Vanguard Total Stock Mkt Idx I
Price$165.40
Change+$0.51 (+0.31%)
VolumeN/A
Net Assets2.06T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX commentary
Dec 26, 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 VTSMX is a Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MWMZX (35.1M). 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 : 14.42 vs. MWMZX (-0.25). VTSMX return over 5 years is better than : 76.81 vs. MWMZX (12.27).
| 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 | 1.445 | 17.377 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.1M | 2.06T | 0% |
| Annual Yield % from dividends | 1.14 | 1.02 | 112% |
| Returns for 1 year | -0.25 | 14.42 | -2% |
| Returns for 3 years | 28.91 | 78.00 | 37% |
| Returns for 5 years | 12.27 | 76.81 | 16% |
| Returns for 10 years | N/A | 234.96 | - |
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