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MRJCX vs VWIAX
MRJCX vs VWIAX Comparison
Open Charts MRJCX vs VWIAX
Morgan Stanley Multi-Asset Real Return C
Price$10.76
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets8.66M
Vanguard Wellesley® Income Admiral™
Price$62.04
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets48.78B
MRJCX vs VWIAX Comparison Chart in %
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MRJCX vs. VWIAX commentary
Jul 19, 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 MRJCX is a Buy and VWIAX is a Hold.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48.8B vs. MRJCX (8.66M). MRJCX pays higher dividends than VWIAX: MRJCX (9.44) vs VWIAX (3.57). MRJCX was incepted earlier than VWIAX: MRJCX (7 years) vs VWIAX (24 years). MRJCX (3.41) is less costly to investors than VWIAX (0.16). MRJCX is a more actively managed with annual turnover of: 310.00 vs. VWIAX (59.00). MRJCX has a lower initial minimum investment than VWIAX: MRJCX (1000) vs VWIAX (50000). MRJCX annual gain was more profitable for investors over the last year : 8.30 vs. VWIAX (1.95). MRJCX return over 5 years is better than : 36.96 vs. VWIAX (2.16).
| MRJCX | VWIAX | MRJCX / VWIAX | |
| Total Expense Ratio | 1.90 | 0.16 | 1,188% |
| Annual Report Gross Expense Ratio | 3.41 | 0.16 | 2,131% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 11.272 | 4.580 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 8.66M | 48.8B | 0% |
| Annual Yield % from dividends | 9.44 | 3.57 | 264% |
| Returns for 1 year | 8.30 | 1.95 | 426% |
| Returns for 3 years | 23.02 | 6.69 | 344% |
| Returns for 5 years | 36.96 | 2.16 | 1,708% |
| Returns for 10 years | N/A | 22.97 | - |
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