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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$34.63
Change-$0.38 (-1.09%)
VolumeN/A
Net Assets33.61M
Vanguard Total Stock Mkt Idx I
Price$160.55
Change-$2.87 (-1.76%)
VolumeN/A
Net Assets2.05T
MWMZX vs VTSMX Comparison Chart in %
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MWMZX vs. VTSMX commentary
Nov 14, 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 Hold.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.05T vs. MWMZX (33.6M). MWMZX pays higher dividends than VTSMX: MWMZX (1.16) 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 : 13.42 vs. MWMZX (-2.75). VTSMX return over 5 years is better than : 83.98 vs. MWMZX (20.36).
| 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 | 9.956 | 15.972 | 62% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 33.6M | 2.05T | 0% |
| Annual Yield % from dividends | 1.16 | 1.02 | 113% |
| Returns for 1 year | -2.75 | 13.42 | -21% |
| Returns for 3 years | 21.03 | 68.22 | 31% |
| Returns for 5 years | 20.36 | 83.98 | 24% |
| Returns for 10 years | N/A | 235.40 | - |
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