VanEck Morningstar Wide Moat Fund (MWMIX) Alternatives

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 funds that fit a different role in your portfolio.

Cheapest Alternatives to MWMIX

MWMIX charges 0.59% annually. Among mutual funds in the Large Cap Blend Equities category, these options have the lowest expense ratios among MWMIX alternatives.

Symbol	Name	Expense Ratio	Inception
VSTSX	Vanguard Total Stock Market Index Fund Institution...	0.01%	Jun 27, 2016	MWMIX vs VSTSX
VFFSX	Vanguard 500 Index Fund Institutional Select Share...	0.01%	—	MWMIX vs VFFSX
FSKAX	Fidelity Total Market Index Fund	0.02%	—	MWMIX vs FSKAX
FLCPX	Fidelity SAI U.S. Large Cap Index Fund	0.02%	Feb 2, 2016	MWMIX vs FLCPX
SSEYX	State Street Equity 500 Index II Portfolio	0.02%	Aug 11, 2014	MWMIX vs SSEYX

Best Risk-Adjusted Alternatives to MWMIX

Among mutual funds in the Large Cap Blend Equities category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.

Symbol	Name	Risk / Return Rank	Inception
VPMAX	Vanguard PRIMECAP Fund Admiral Shares	94	Nov 12, 2001	MWMIX vs VPMAX
POGSX	Pin Oak Equity	91	Aug 3, 1992	MWMIX vs POGSX
DFIEX	DFA International Core Equity Portfolio I	90	Sep 15, 2005	MWMIX vs DFIEX
SGOIX	First Eagle Overseas Fund Class I	89	—	MWMIX vs SGOIX
PAGRX	Permanent Portfolio Aggressive Growth Portfolio	88	Jan 2, 1990	MWMIX vs PAGRX

Top Performing MWMIX Alternatives (YTD)

MWMIX alternatives from the Large Cap Blend Equities category, sorted by year-to-date return.

Symbol	Name	YTD Return	Inception
GQEIX	GQG Partners US Select Quality Equity Fund	9.81%	Sep 28, 2018	MWMIX vs GQEIX
NWAUX	Nationwide GQG US Quality Equity Fund	9.70%	Jan 24, 2021	MWMIX vs NWAUX
YFSIX	AMG Yacktman Global Fund	8.16%	Jan 30, 2017	MWMIX vs YFSIX
MUHLX	Muhlenkamp Fund	6.53%	Nov 1, 1988	MWMIX vs MUHLX
RCKSX	Rock Oak Core Growth Fund	6.05%	Dec 31, 2004	MWMIX vs RCKSX

Lowest Volatility Alternatives to MWMIX

MWMIX alternatives from the Large Cap Blend Equities category, sorted by annualized volatility over the past year.

Symbol	Name	Volatility 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	2.63%	Jun 28, 2013	MWMIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	8.02%	Mar 28, 2021	MWMIX vs SVPFX
FGJEX	Fidelity Advisor Growth & Income Fund Class Z	10.78%	Mar 20, 2025	MWMIX vs FGJEX
FEQHX	Fidelity Hedged Equity Fund	10.94%	Sep 8, 2022	MWMIX vs FEQHX
QUERX	AQR Large Cap Defensive Style Fund Class R6	12.03%	Jul 9, 2012	MWMIX vs QUERX

Lowest Drawdown Alternatives to MWMIX

MWMIX alternatives from the Large Cap Blend Equities category, sorted by maximum drawdown over the past year.

Symbol	Name	Max Drawdown 1Y	Inception
ORDNX	North Square Preferred and Income Securities Fund	-2.66%	Jun 28, 2013	MWMIX vs ORDNX
SVPFX	Goldman Sachs Strategic Volatility Premium Fund	-5.22%	Mar 28, 2021	MWMIX vs SVPFX
FEQHX	Fidelity Hedged Equity Fund	-7.40%	Sep 8, 2022	MWMIX vs FEQHX
FNSTX	Fidelity Infrastructure Fund	-8.43%	Nov 5, 2019	MWMIX vs FNSTX
GQEIX	GQG Partners US Select Quality Equity Fund	-8.67%	Sep 28, 2018	MWMIX vs GQEIX

Other Mutual Funds from VanEck

Most popular VanEck mutual funds on PortfoliosLab, across asset classes.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
INIVX	VanEck International Investors Gold Fund	Precious Metals	93	2.42%	Feb 9, 1956	MWMIX vs INIVX
EMBUX	VanEck Emerging Markets Bond Fund	Emerging Markets Bonds	—	—	Jul 8, 2012	MWMIX vs EMBUX
GBFAX	VanEck Emerging Markets Fund	Emerging Markets Diversified	60	-3.45%	Dec 19, 1993	MWMIX vs GBFAX
GHAAX	VanEck Global Resources Fund	Energy Equities	90	13.30%	Nov 1, 1994	MWMIX vs GHAAX

Often Compared With MWMIX

What investors most often compare with MWMIX, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	Inception
SXR7.DE	iShares Core MSCI EMU UCITS ETF EUR (Acc)	Europe Equities	40	-2.60%	Jan 12, 2010	MWMIX vs SXR7.DE
IWFQ.L	iShares MSCI World Quality Factor UCITS	Global Equities	50	-1.96%	Oct 3, 2014	MWMIX vs IWFQ.L
SMH	VanEck Semiconductor ETF	Semiconductors, Technology Equities	95	8.84%	Dec 20, 2011	MWMIX vs SMH
^GSPC	S&P 500 Index		67	-3.95%	—	MWMIX vs ^GSPC
IWY	iShares Russell Top 200 Growth ETF	Large Cap Growth Equities	44	-9.30%	Sep 22, 2009	MWMIX vs IWY
CALF	Pacer US Small Cap Cash Cows 100 ETF	Small Cap Blend Equities	52	1.42%	Jun 16, 2017	MWMIX vs CALF
MOAT	VanEck Vectors Morningstar Wide Moat ETF	Large Cap Blend Equities	31	-6.87%	Apr 24, 2012	MWMIX vs MOAT
XLK	State Street Technology Select Sector SPDR ETF	Technology Equities	65	-6.18%	Dec 16, 1998	MWMIX vs XLK
SPY	State Street SPDR S&P 500 ETF	S&P 500	59	-3.65%	Jan 22, 1993	MWMIX vs SPY
XDEQ.L	Xtrackers MSCI World Quality Factor UCITS ETF 1C	Global Equities	56	-0.29%	Sep 11, 2014	MWMIX vs XDEQ.L
WBREOX	CIT: BlackRock Equity Index Fund Class 1	Large Cap Blend Equities	28	-7.06%	Jul 24, 2017	MWMIX vs WBREOX
IUIT.L	iShares S&P 500 Information Technology Sector UCIT...	Technology Equities, S&P 500	63	-8.54%	Nov 20, 2015	MWMIX vs IUIT.L
QQQ	Invesco QQQ ETF	Large Cap Growth Equities	65	-4.76%	Mar 10, 1999	MWMIX vs QQQ
TANDX	Castle Tandem Fund	Large Cap Blend Equities	0	-9.28%	Mar 15, 2019	MWMIX vs TANDX
VOO	Vanguard S&P 500 ETF	S&P 500	60	-3.66%	Sep 7, 2010	MWMIX vs VOO
GGRG.L	WisdomTree Global Quality Dividend Growth UCITS ET...	Global Equities, Dividend	32	-4.15%	Jun 3, 2016	MWMIX vs GGRG.L
PAGDX	Permanent Portfolio Aggressive Growth Fund Class A	Large Cap Blend Equities	86	-3.91%	Jan 2, 1990	MWMIX vs PAGDX
DHAMX	Centre American Select Equity Fund	Large Cap Blend Equities	87	4.86%	Dec 21, 2011	MWMIX vs DHAMX
VDIGX	Vanguard Dividend Growth Fund	Large Cap Blend Equities, Dividend	10	-5.09%	May 15, 1992	MWMIX vs VDIGX
SSSYX	State Street Equity 500 Index Fund Class K	Large Cap Blend Equities	59	-4.34%	Sep 17, 2014	MWMIX vs SSSYX

Compare MWMIX with Any Fund or Stock

Compare MWMIX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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VanEck Morningstar Wide Moat Fund

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