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MRJAX vs VWINX
MRJAX vs VWINX Comparison
Open Charts MRJAX vs VWINX
Morgan Stanley Multi-Asset Real Return A
Price$10.86
Change+$0.03 (+0.28%)
VolumeN/A
Net Assets8.69M
Vanguard Wellesley® Income I
Price$25.72
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets48.78B
MRJAX vs VWINX Comparison Chart in %
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MRJAX vs. VWINX commentary
Jul 10, 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.
FUNDAMENTALS
Fundamentals
VWINX has more cash in the bank: 48.8B vs. MRJAX (8.69M). MRJAX pays higher dividends than VWINX: MRJAX (10.12) vs VWINX (3.51). 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 : 10.77 vs. VWINX (4.67). MRJAX return over 5 years is better than : 42.32 vs. VWINX (3.97).
| MRJAX | VWINX | MRJAX / VWINX | |
| Total Expense Ratio | 1.15 | 0.23 | 500% |
| Annual Report Gross Expense Ratio | 2.69 | 0.23 | 1,170% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 11.077 | 4.818 | 230% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.69M | 48.8B | 0% |
| Annual Yield % from dividends | 10.12 | 3.51 | 289% |
| Returns for 1 year | 10.77 | 4.67 | 231% |
| Returns for 3 years | 26.01 | 6.75 | 386% |
| Returns for 5 years | 42.32 | 3.97 | 1,066% |
| Returns for 10 years | N/A | 23.66 | - |
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