MRJAX
Price
$10.74
Change
-$0.03 (-0.28%)
Updated
Jun 5 closing price
Net Assets
8.69M
VWINX
Price
$25.38
Change
-$0.04 (-0.16%)
Updated
Jun 5 closing price
Net Assets
48.1B
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MRJAX vs VWINX

Header iconMRJAX vs VWINX Comparison
Open Charts MRJAX vs VWINXBanner chart's image
Morgan Stanley Multi-Asset Real Return A
Price$10.74
Change-$0.03 (-0.28%)
VolumeN/A
Net Assets8.69M
Vanguard Wellesley® Income I
Price$25.38
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets48.1B
MRJAX vs VWINX Comparison Chart
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MRJAX vs. VWINX commentary
Jun 06, 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 MRJAX is a Buy and VWINX is a Buy.

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FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.1B vs. MRJAX (8.69M). MRJAX pays higher dividends than VWINX: MRJAX (10.27) vs VWINX (3.65). MRJAX was incepted earlier than VWINX: MRJAX (7 years) vs VWINX (55 years). MRJAX (2.69) is less costly to investors than VWINX (0.23). MRJAX is a more actively managed with annual turnover of: 310.00 vs. VWINX (59.00). MRJAX has a lower initial minimum investment than VWINX: MRJAX (1000) vs VWINX (3000). MRJAX annual gain was more profitable for investors over the last year : 10.16 vs. VWINX (2.78). MRJAX return over 5 years is better than : 35.25 vs. VWINX (1.27).
MRJAXVWINXMRJAX / VWINX
Total Expense Ratio1.150.23500%
Annual Report Gross Expense Ratio2.690.231,170%
Fund Existence7 years55 years-
Gain YTD10.4623.281319%
Front Load5%N/A-
Min. Initial Investment1000300033%
Min. Initial Investment IRAN/AN/A-
Net Assets8.69M48.1B0%
Annual Yield % from dividends10.273.65281%
Returns for 1 year10.162.78366%
Returns for 3 years15.481.361,140%
Returns for 5 years35.251.272,782%
Returns for 10 yearsN/A21.14-
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