Interact to see
Advertisement
Advertisement
MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$31.92
Change-$2.58 (-7.48%)
VolumeN/A
Net Assets35.07M
Vanguard Total Stock Mkt Idx I
Price$165.41
Change+$4.46 (+2.77%)
VolumeN/A
Net Assets2.06T
MWMZX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
MWMZX vs. VTSMX commentary
Feb 04, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 2.06T vs. MWMZX (35.1M). MWMZX pays higher dividends than VTSMX: MWMZX (1.24) vs VTSMX (1.00). 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 : 14.79 vs. MWMZX (-0.46). VTSMX return over 5 years is better than : 68.19 vs. MWMZX (7.15).
| 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 | -0.094 | 1.373 | -7% |
| 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 | 1.24 | 1.00 | 123% |
| Returns for 1 year | -0.46 | 14.79 | -3% |
| Returns for 3 years | 12.33 | 63.99 | 19% |
| Returns for 5 years | 7.15 | 68.19 | 10% |
| Returns for 10 years | N/A | 270.18 | - |