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MRJAX vs VWINX
MRJAX vs VWINX Comparison
Open Charts MRJAX vs VWINX
Morgan Stanley Multi-Asset Real Return A
Price$10.66
Change+$0.06 (+0.57%)
VolumeN/A
Net Assets7.95M
Vanguard Wellesley® Income I
Price$24.97
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets48.05B
MRJAX vs VWINX Comparison Chart
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MRJAX vs. VWINX commentary
May 11, 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: 48B vs. MRJAX (7.95M). MRJAX pays higher dividends than VWINX: MRJAX (10.27) vs VWINX (3.69). MRJAX was incepted earlier than VWINX: MRJAX (7 years) vs VWINX (55 years). MRJAX (2.38) 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 : 9.34 vs. VWINX (1.80). MRJAX return over 5 years is better than : 45.13 vs. VWINX (4.50).
| MRJAX | VWINX | MRJAX / VWINX | |
| Total Expense Ratio | 1.16 | 0.23 | 504% |
| Annual Report Gross Expense Ratio | 2.38 | 0.23 | 1,035% |
| Fund Existence | 7 years | 55 years | - |
| Gain YTD | 9.333 | 1.453 | 642% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.95M | 48B | 0% |
| Annual Yield % from dividends | 10.27 | 3.69 | 279% |
| Returns for 1 year | 9.34 | 1.80 | 518% |
| Returns for 3 years | 16.80 | 1.34 | 1,255% |
| Returns for 5 years | 45.13 | 4.50 | 1,002% |
| Returns for 10 years | N/A | 17.79 | - |
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