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MWMZX vs VTSMX
MWMZX vs VTSMX Comparison
Open Charts MWMZX vs VTSMX
VanEck Morningstar Wide Moat Z
Price$31.26
Change-$0.56 (-1.76%)
VolumeN/A
Net Assets30.49M
Vanguard Total Stock Mkt Idx I
Price$142.86
Change-$1.69 (-1.17%)
VolumeN/A
Net Assets1.82T
MWMZX vs VTSMX Comparison Chart
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MWMZX vs. VTSMX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.82T vs. MWMZX (30.5M). MWMZX pays higher dividends than VTSMX: MWMZX (1.30) vs VTSMX (1.18). 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 : 10.06 vs. MWMZX (-1.73). VTSMX return over 5 years is better than : 91.36 vs. MWMZX (21.22).
| 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 | -1.822 | 1.349 | -135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 30.5M | 1.82T | 0% |
| Annual Yield % from dividends | 1.30 | 1.18 | 109% |
| Returns for 1 year | -1.73 | 10.06 | -17% |
| Returns for 3 years | 18.88 | 57.59 | 33% |
| Returns for 5 years | 21.22 | 91.36 | 23% |
| Returns for 10 years | N/A | 178.92 | - |
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