MWMIX vs. INIVX
Compare and contrast key facts about VanEck Morningstar Wide Moat Fund (MWMIX) and VanEck International Investors Gold Fund (INIVX).
MWMIX is managed by VanEck. It was launched on Nov 6, 2017. INIVX is managed by VanEck. It was launched on Feb 9, 1956.
Performance
MWMIX vs. INIVX - Performance Comparison
Loading graphics...
MWMIX vs. INIVX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | -6.65% | 13.17% | 10.30% | 25.20% | -13.46% | 24.12% | 14.15% | 34.85% | -1.49% | -0.52% |
INIVX VanEck International Investors Gold Fund | 9.59% | 165.88% | 14.37% | 9.67% | -13.77% | -14.23% | 40.91% | 38.15% | -16.01% | 2.85% |
Returns By Period
In the year-to-date period, MWMIX achieves a -6.65% return, which is significantly lower than INIVX's 9.59% return.
MWMIX
- 1D
- 2.15%
- 1M
- -9.19%
- YTD
- -6.65%
- 6M
- -2.48%
- 1Y
- 11.73%
- 3Y*
- 8.67%
- 5Y*
- 6.82%
- 10Y*
- —
INIVX
- 1D
- 7.01%
- 1M
- -19.57%
- YTD
- 9.59%
- 6M
- 29.50%
- 1Y
- 116.46%
- 3Y*
- 49.06%
- 5Y*
- 25.68%
- 10Y*
- 18.77%
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
MWMIX vs. INIVX - Expense Ratio Comparison
MWMIX has a 0.59% expense ratio, which is lower than INIVX's 1.42% expense ratio.
Return for Risk
MWMIX vs. INIVX — Risk / Return Rank
MWMIX
INIVX
MWMIX vs. INIVX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for VanEck Morningstar Wide Moat Fund (MWMIX) and VanEck International Investors Gold Fund (INIVX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| MWMIX | INIVX | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.58 | 2.56 | -1.99 |
Sortino ratioReturn per unit of downside risk | 0.96 | 2.71 | -1.74 |
Omega ratioGain probability vs. loss probability | 1.13 | 1.42 | -0.29 |
Calmar ratioReturn relative to maximum drawdown | 0.87 | 3.97 | -3.10 |
Martin ratioReturn relative to average drawdown | 3.34 | 14.93 | -11.59 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading graphics...
Sharpe Ratios by Period
| MWMIX | INIVX | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.58 | 2.56 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.37 | 0.77 | -0.40 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.55 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.53 | 0.27 | +0.27 |
Correlation
The correlation between MWMIX and INIVX is 0.22, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
MWMIX vs. INIVX - Dividend Comparison
MWMIX's dividend yield for the trailing twelve months is around 13.35%, more than INIVX's 5.49% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
MWMIX VanEck Morningstar Wide Moat Fund | 13.35% | 12.47% | 10.34% | 0.77% | 11.44% | 13.44% | 8.22% | 10.84% | 9.48% | 0.26% | 0.00% |
INIVX VanEck International Investors Gold Fund | 5.49% | 6.01% | 7.45% | 0.10% | 0.00% | 6.40% | 11.70% | 3.66% | 2.87% | 3.76% | 6.40% |
Drawdowns
MWMIX vs. INIVX - Drawdown Comparison
The maximum MWMIX drawdown since its inception was -33.03%, smaller than the maximum INIVX drawdown of -78.96%. Use the drawdown chart below to compare losses from any high point for MWMIX and INIVX.
Loading graphics...
Drawdown Indicators
| MWMIX | INIVX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -33.03% | -78.96% | +45.93% |
Max Drawdown (1Y)Largest decline over 1 year | -13.34% | -29.60% | +16.26% |
Max Drawdown (5Y)Largest decline over 5 years | -23.90% | -45.06% | +21.16% |
Max Drawdown (10Y)Largest decline over 10 years | — | -51.20% | — |
Current DrawdownCurrent decline from peak | -10.18% | -19.57% | +9.39% |
Average DrawdownAverage peak-to-trough decline | -4.75% | -37.84% | +33.09% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.49% | 7.87% | -4.38% |
Volatility
MWMIX vs. INIVX - Volatility Comparison
The current volatility for VanEck Morningstar Wide Moat Fund (MWMIX) is 4.83%, while VanEck International Investors Gold Fund (INIVX) has a volatility of 17.13%. This indicates that MWMIX experiences smaller price fluctuations and is considered to be less risky than INIVX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading graphics...
Volatility by Period
| MWMIX | INIVX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 4.83% | 17.13% | -12.30% |
Volatility (6M)Calculated over the trailing 6-month period | 10.10% | 38.44% | -28.34% |
Volatility (1Y)Calculated over the trailing 1-year period | 19.73% | 45.71% | -25.98% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.55% | 33.66% | -15.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 20.60% | 34.19% | -13.59% |