VanEck Morningstar Wide Moat Fund (MWMIX) belongs to the Large Cap Blend Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with MWMIX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to MWMIX
MWMIX charges 0.59% annually. There are 166 mutual funds in the Large Cap Blend Equities category with lower expense ratios, going as low as 0.01%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard 500 Index Fund Institutional Select Share... | 0.01% | — | — | MWMIX vs VFFSX | |
| Vanguard Total Stock Market Index Fund Institution... | 0.01% | — | Jun 2016 | MWMIX vs VSTSX | |
| Fidelity Total Market Index Fund | 0.02% | — | — | MWMIX vs FSKAX | |
| Fidelity SAI U.S. Large Cap Index Fund | 0.02% | — | Feb 2016 | MWMIX vs FLCPX | |
| State Street Equity 500 Index Fund Class K | 0.02% | — | Sep 2014 | MWMIX vs SSSYX |
Best Risk-Adjusted Alternatives to MWMIX
MWMIX has a PortfoliosLab risk / return rank of 12. There are 362 mutual funds in the Large Cap Blend Equities category with higher risk-adjusted ranks, going as high as 96.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 96 | 17.20B | Dec 2004 | MWMIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 95 | 92.00B | Nov 2001 | MWMIX vs VPMAX | |
| PrimeCap Odyssey Stock Fund | 94 | — | Nov 2004 | MWMIX vs POSKX | |
| Glenmede Quantitative U.S. Large Cap Core Equity P... | 92 | — | Feb 2004 | MWMIX vs GTLOX | |
| Integrity ESG Growth & Income Fund | 91 | — | Jan 1995 | MWMIX vs IGIAX |
Top Performing MWMIX Alternatives (YTD)
MWMIX is at -2.55% YTD. There are 385 mutual funds in the Large Cap Blend Equities category with higher YTD returns, going as high as 33.95%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard PRIMECAP Core Fund | 33.95% | 17.20B | Dec 2004 | MWMIX vs VPCCX | |
| Vanguard PRIMECAP Fund Admiral Shares | 29.80% | 92.00B | Nov 2001 | MWMIX vs VPMAX | |
| Integrity ESG Growth & Income Fund | 27.12% | — | Jan 1995 | MWMIX vs IGIAX | |
| Fidelity Leveraged Company Stock Fund Class K | 27.04% | — | May 2008 | MWMIX vs FLCKX | |
| Fidelity Leveraged Company Stock Fund | 26.99% | — | Dec 2000 | MWMIX vs FLVCX |
Lowest Volatility Alternatives to MWMIX
MWMIX has 14.02% 1-year volatility. There are 325 mutual funds in the Large Cap Blend Equities category with lower 1-year volatility, going as low as 2.29%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| North Square Preferred and Income Securities Fund | 2.29% | — | Jun 2013 | MWMIX vs ORDNX | |
| Goldman Sachs Strategic Volatility Premium Fund | 2.40% | — | Mar 2021 | MWMIX vs SVPFX | |
| AQR Large Cap Defensive Style Fund Class R6 | 8.39% | — | Jul 2012 | MWMIX vs QUERX | |
| AQR Large Cap Defensive Style Fund | 8.40% | — | Jul 2012 | MWMIX vs AUEIX | |
| Fidelity SAI U.S. Low Volatility Index Fund | 8.59% | — | May 2015 | MWMIX vs FSUVX |
Lowest Drawdown Alternatives to MWMIX
MWMIX has a 1-year max drawdown of -12.42%. There are 361 mutual funds in the Large Cap Blend Equities category with shallower 1-year drawdowns, going as shallow as -1.33%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Goldman Sachs Strategic Volatility Premium Fund | -1.33% | — | Mar 2021 | MWMIX vs SVPFX | |
| North Square Preferred and Income Securities Fund | -2.66% | — | Jun 2013 | MWMIX vs ORDNX | |
| Rock Oak Core Growth Fund | -4.14% | — | Dec 2004 | MWMIX vs RCKSX | |
| AQR Large Cap Defensive Style Fund | -5.91% | — | Jul 2012 | MWMIX vs AUEIX | |
| AQR Large Cap Defensive Style Fund Class R6 | -5.93% | — | Jul 2012 | MWMIX vs QUERX |
Other Mutual Funds from VanEck
The 3 most viewed VanEck mutual funds shown here include INIVX, GBFAX, GHAAX and span 4 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| VanEck International Investors Gold Fund | Gold, Precious Metals | 29 | 0.65% | — | Feb 1956 | MWMIX vs INIVX | |
| VanEck Emerging Markets Fund | Emerging Markets Diversified | 70 | 27.16% | — | Dec 1993 | MWMIX vs GBFAX | |
| VanEck Global Resources Fund | Energy Equities | 43 | 10.80% | — | Nov 1994 | MWMIX vs GHAAX |
Often Compared With MWMIX
Investors most often compare MWMIX with SXR7.DE, IWFQ.L, SMH. These 20 comparison targets span 10 categories, based on PortfoliosLab usage data.
Compare MWMIX with Any Fund or Stock
Compare MWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair MWMIX with funds that move differently
VanEck Morningstar Wide Moat Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to MWMIX.
Explore MWMIX Diversifiers