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MRJCX vs VWIAX
MRJCX vs VWIAX Comparison
Open Charts MRJCX vs VWIAX
Morgan Stanley Multi-Asset Real Return C
Price$10.48
Change-$0.08 (-0.76%)
VolumeN/A
Net Assets7.92M
Vanguard Wellesley® Income Admiral™
Price$60.49
Change-$0.09 (-0.15%)
VolumeN/A
Net Assets48.05B
MRJCX vs VWIAX Comparison Chart
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MRJCX vs. VWIAX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VWIAX has more cash in the bank: 48B vs. MRJCX (7.92M). MRJCX pays higher dividends than VWIAX: MRJCX (9.57) vs VWIAX (3.76). MRJCX was incepted earlier than VWIAX: MRJCX (7 years) vs VWIAX (24 years). MRJCX (3.10) 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 : 9.60 vs. VWIAX (2.48). MRJCX return over 5 years is better than : 40.40 vs. VWIAX (4.90).
| MRJCX | VWIAX | MRJCX / VWIAX | |
| Total Expense Ratio | 1.91 | 0.16 | 1,194% |
| Annual Report Gross Expense Ratio | 3.10 | 0.16 | 1,938% |
| Fund Existence | 7 years | 24 years | - |
| Gain YTD | 9.204 | 1.643 | 560% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.92M | 48B | 0% |
| Annual Yield % from dividends | 9.57 | 3.76 | 255% |
| Returns for 1 year | 9.60 | 2.48 | 388% |
| Returns for 3 years | 13.58 | 1.67 | 812% |
| Returns for 5 years | 40.40 | 4.90 | 825% |
| Returns for 10 years | N/A | 18.33 | - |
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